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Instant Reaction: Microsoft, AMD Earnings

Bloomberg Intelligence

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Market Reactions to Tech Earnings

This chapter analyzes Microsoft's disappointing earnings results and its implications for investor sentiment, particularly in relation to AI investments and cloud revenue. The discussion includes a comparison to AMD's strong performance, highlighting divergent market reactions and expectations surrounding their data center growth. Overall, the chapter explores the competitive dynamics in the AI accelerator market and the necessity for clearer disclosures from tech companies regarding their AI contributions.

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