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7min chapter
Instant Reaction: Microsoft, Meta Earnings Results
Bloomberg Talks
Microsoft's Financial Landscape: AI and Cloud Growth
This chapter analyzes the financial results of Microsoft, emphasizing strong performance from cloud computing and software investments. It highlights the significant returns from AI in the Azure division and discusses the competitive landscape in the cloud market. The chapter also addresses future growth potential and the impact of capital expenditures on Microsoft's operating margin.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode