Microsoft Tapped as AI Rally Leader; Ex-AI Chief Joins $50B Anthropic Push
Wedbush highlights a risk-on rebound after the Iran ceasefire, calling oversold software names bottomed and naming Microsoft, Salesforce and ServiceNow as top AI monetization plays. Meanwhile, AI platform leader Eric Boyd is leaving Microsoft to join Anthropic, which has pledged $50 billion to US AI data centers.
1. Wedbush Identifies Microsoft as AI Rally Leader
Wedbush analysts view the overnight Iran ceasefire as a major catalyst for a tech sector rebound, stating that oversold software stocks have bottomed. They single out Microsoft, Salesforce and ServiceNow as positioned to lead gains due to their strong AI integration roadmaps and projected monetization growth.
2. Former AI Platform Head Departs for Anthropic
Eric Boyd, who led Microsoft’s AI platform initiatives and managed deployment of large language models across internal and external customers, is joining Anthropic as head of infrastructure. His move coincides with Anthropic’s $50 billion commitment to build US AI data centers, underscoring rising competition for talent and capacity in AI infrastructure.