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Instant Reaction: Microsoft, Meta Earnings Results

Bloomberg Surveillance

CHAPTER

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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