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
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
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.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Morgan Stanley downgraded Elastic's stock rating on July 21, noting increased market competition.Sub-event
- Howard Ma addressed Morgan Stanley inquiries about AI momentum and cloud growth on June 30, 2025.
Keep exploring
The entities involved
-
Elastic
software business, developer of Elasticsearch
-
Howard Ma
researcher
Nothing else this week.
-
Morgan Stanley
U.S. investment bank
Coverage
Newest first; wire copies grouped- Unknown outlet