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2min chapter
Instant Reaction: Microsoft, Meta Earnings Results
Bloomberg Surveillance
Analyzing Earnings: Microsoft and Amazon's Cloud Performance
This chapter delves into the upcoming earnings results for Microsoft and Amazon, highlighting the impact of AI workloads compared to traditional cloud spending. The discussion includes key growth indicators for Microsoft and analyzes Amazon's profit margins amid its investments in generative AI.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode