Microsoft Earnings Reaction
Microsoft reported earnings that exceeded expectations, yet the stock declined due to disappointing cloud results, particularly from Azure. The alarming trend of skyrocketing capital expenditures in the tech sector, projected to reach $200 billion this year among major players, raises concerns about sustainability, especially when juxtaposed with the relatively modest revenue generated by AI applications. Despite these worries, all facets of Microsoft's business appear robust.In this clip
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The Prof G Pod with Scott Galloway
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