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Accenture Goes All In on Copilot

Saturday, May 2, 2026

Today's Trade Leaks

1
MSFT

Microsoft's Copilot Scores 740k-Seat Deal with Accenture

Microsoft just inked a massive 740k-seat deal with Accenture for its AI Copilot. The numbers are skyrocketing: Copilot's now as ingrained as Outlook. Daily habits forming. But is it truly essential, or just hype? Nadella claims intense usage. What’s driving this surge?
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2
GOOG

Google Cloud Takes Lead in $700B AI Bet

Google Cloud just shot past Amazon and Microsoft with a 63% revenue surge. Big Tech's AI spending now tops $700 billion. Alphabet shares soared, while Meta's stumbled. What's Google doing differently? And how long can they hold the lead?
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3
GS

Goldman Backs $150M Bet on AI to Change Marketing Game

Goldman puts $150M behind Hightouch, betting AI can finally change the marketing game. But can AI really transform how brands connect or will it just churn out more mediocre content? With enterprises adopting AI agents to supercharge campaigns, the stakes are high. Is this the reinvention marketing needs, or another overhyped tech trend?
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