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Hawks and Doves Clash Clouds Outlook for Rates

Bloomberg Businessweek

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Microsoft's AI Revenue Acceleration Potential

The majority of corporate ID spending is on premise. We do expect a revenue to accelerate here in the September quarter and therefore, you know, also in the December quarter. But it's just lethargy. It's just legacy IT. If you don't see that, I think really,. you know, that's where the stock could really take a hit.

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