Microsoft Copilot seats could be 'well above' Wall Street's outlook: BNP Paribas
By Chris Ciaccia Publication Date: 2026-06-11 14:07:00 Microsoft Copilot is improving fast, says BNP Paribas—boosting adoption, new deals, and shifting…
Tag: BNP
BNP Paribas Exane raises Broadcom stock price target to $640
By Investing.com Publication Date: 2026-06-04 14:09:00 BNP Paribas Exane raises Broadcom stock price target to $640
BNP Paribas delivers blunt message on Microsoft stock
By Dana Sullivan Kilroy Publication Date: 2026-04-18 08:03:00 Microsoft faces investor pressure as AI spending rises, but analysts still see…
Microsoft Copilot upgrades, Azure catalysts among potential tailwinds for stock: BNP
By Ravikash Bakolia Publication Date: 2026-04-10 10:14:00 BNP Paribas highlighted Copilot upgrades and Azure catalysts, among other things, as key…
Cadence might benefit from Broadcom’s TPU deal with Google, Anthropic: BNP
By Brandon Evans Publication Date: 2026-04-10 13:37:00 Broadcom-Google TPU deal may boost Cadence (CDNS) via customer-owned tooling and EDA back-end…
AI space race: BNP predicts Google, Amazon, Meta among first to test orbital data centers
By Brandon Evans Publication Date: 2026-03-07 13:00:00 BNP Paribas says orbital, solar-powered AI data centers aren’t viable yet due to…
OpenAI’s massive funding round is expected to benefit Microsoft, Oracle: BNP
By Chris Ciaccia Publication Date: 2026-02-27 16:00:00 OpenAI’s $110 billion funding eases cash burn fears and supports Microsoft and Oracle’s…
Microsoft weighs in on OpenAI, Anthropic, and AI spending during BNP sit-down
By Chris Ciaccia Publication Date: 2026-02-24 15:28:00 Microsoft (MSFT), which is at the center of the artificial intelligence spending debate,…
According to BNP Paribas, OpenAI’s new spending plan is still positive for Microsoft and Oracle
By Vince Condarcuri Publication Date: 2026-02-23 19:47:00 According to B, OpenAI’s updated spending plan for its AI infrastructure is still…
OpenAI's updated capex plans prove positive for Microsoft, Oracle: BNP Paribas
By Brandon Evans Publication Date: 2026-02-23 15:56:00 OpenAI’s AI capex plans to 2030 could lift Microsoft and Oracle, easing counterparty…