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Howard Ma of Elastic was questioned by Morgan Stanley regarding the current momentum in artificial intelligence and the durability of Retrieval Augmented Generation (RAG) systems.

1 report, 0 independent Updated Jun 30
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What happened

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Howard Ma of Elastic was questioned by Morgan Stanley regarding the current momentum in artificial intelligence and the durability of Retrieval Augmented Generation (RAG) systems.

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How it developed

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  1. Morgan Stanley downgraded Elastic's stock rating on July 21, noting increased market competition.Sub-event
  2. Howard Ma addressed Morgan Stanley inquiries about AI momentum and cloud growth on June 30, 2025.

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Coverage

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  • Unknown outlet