The Dow’s Winning Streak Continues 7/26/23
Halftime Report
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Microsoft's 4% Decline in Revenue From AI Services
UBS says, look, it's more about tempering rather than inflating the expectations there. But Stiefel is sort of saying, we're not discouraged. It's going to take a while, but it's going to get there. You can't think of any other company where AI, aside from NVIDIA and they will have competition ultimately that's going to benefit more than Microsoft.
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