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Bianco Research

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14:55
2026-07-01
ca.finance.yahoo.com
artificial-intelligence

How AI's threat to Salesforce, Microsoft is 'akin to the iPhone'

Bianco Research president Jim Bianco warned that AI adoption poses an existential threat to software giants Salesforce and Microsoft, comparing the disruption to the iPhone's impact on the mobile indu…

14:19
2026-07-01
ca.finance.yahoo.com
artificial-intelligence

What's next for AI and Big Tech in the second half of 2026?

Yahoo Finance Executive Editor Brian Sozzi discussed the AI 'bubble' and tech trade with Slatestone Wealth Chief Market Strategist Kenny Polcari and Bianco Research President Jim Bianco, examining the…

// co-occurs with top 8 entities
Yahoo Finance 2 Jim Bianco 2 Brian Sozzi 1 Slatestone Wealth 1 Kenny Polcari 1 MSFT 1 NVDA 1 Salesforce 1