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4min chapter
Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Prof G Markets
Analyzing Microsoft's Earnings and the Capital Expenditure Arms Race
This chapter analyzes Microsoft's latest earnings report, noting strong overall performance but weaker-than-expected cloud revenue that affected stock prices. It further explores the significant capital expenditures in AI among tech giants and their implications for market behavior and sector growth.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode