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11min chapter
Instant Reaction: Microsoft, AMD Earnings
Bloomberg Surveillance
Analyzing Microsoft's Earnings and AMD's Growth
This chapter explores Microsoft's recent earnings report, assessing its AI investments and performance relative to Alphabet. The discussion highlights the market reaction to Microsoft's results, emphasizing investor disappointment and the implications for Azure's growth. In contrast, AMD's earnings are celebrated, showcasing its strong performance in the AI sector and positive investor sentiment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode