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7min chapter
Instant Reaction: Microsoft, Meta Earnings Results
Bloomberg Surveillance
Analyzing Microsoft's Earnings and AI Investments
This chapter explores Microsoft's latest quarterly earnings, emphasizing growth in cloud computing and office software driven by AI investments. It critically examines key metrics, future performance predictions, and the competitive landscape with rivals like AWS and Alphabet. The discussion also highlights the financial implications of Microsoft's capital expenditures and its partnership with NVIDIA.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode