On Tuesday, Wall Street analyst Dan Ives said that investors are underestimating Microsoft Corp.'s (NASDAQ:MSFT) AI monetization potential while supporting Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) massive fundraising strategy as Big Tech ramps up spending to dominate the artificial intelligence race.
Microsoft Build Conference Signals Bigger AI Push Beyond Copilot Speaking on CNBC's Closing Bell, the Wedbush Securities analyst said Microsoft's announcements at its annual Build developer conference reinforced his bullish outlook, arguing the company is strengthening its position in the intensifying AI arms race.
"They're defending their turf.
They're going after developers," Ives said, adding that the market is undervaluing what he expects will become a stronger monetization phase over the next six to 12 months.
We view Microsoft as entering the next phase of monetization in AI…it all starts with its developer ecosystem @CNBCClosingBell @FrankCNBC 🏆🎯🐂🔥👇📺 https://t.co/KaTY29j4tQ— Dan Ives (@DivesTech) June 2, 2026 Microsoft unveiled a broad slate of AI initiatives at the conference, including autonomous AI agents, Nvidia Corp (NASDAQ:NVDA)–powered developer hardware and prototype AI-first devices designed to move beyond traditional app-based computing.
