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Why Microsoft's Cloud Slowdown Is a Warning for Megacap Tech
The S&P 500 may be hovering near all-time highs, but beneath the surface a troubling divergence is emerging. Microsoft just reported its slowest Azure revenue growth in three years, and its stock is down 8% in the last five days. Lucas and Luna drill into what Microsoft's numbers reveal about enterprise cloud spending, AI monetization timelines, and whether the megacap tech trade is starting to crack. They contrast Microsoft's slowdown with JPMorgan's quiet climb — up nearly 4% in the same period — and ask whether value is finally staging a comeback. Along the way they touch on…
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