Citi's Tyler Radke expects Microsoft's revenue growth to exceed 20% as AI creates software winners and losers. Radke said Adobe and smaller application vendors face pressure as corporate information technology budgets shift to AI. A filing shows Salesforce agreed to buy customer engagement platform Braze for $47.50 per share in cash. Radke said AI cloud providers' 2026 capacity is sold out, but larger providers are likely to outlast smaller rivals if financing remains costly.
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Citi's Radke says AI creates software winners and losers
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