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Adam Wood & Sanjit Singh on Software reboot + new AI framework / MSFT DDOG SNOW MDB NOW CRM INTU WDAY | Episode 319

发布日期: 2026-07-23研究机构: Morgan Stanley公司 / 股票: MSFT.O,DDOG.O,SNOW.N,MDB.O,NOW.N,CRM.N,INTU.O,WDAY.O报告页数: 8原文语言: English证据页码: 6

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Adam Wood & Sanjit Singh on Software reboot + new AI framework / MSFT DDOG SNOW MDB NOW CRM INTU WDAY | Episode 319

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