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Microsoft’s AI Bet vs. Tech’s Rocky Earnings | Durham News
Tech stocks stumble as Alphabet and Tesla see dips amid heavy AI spending, but Microsoft’s cloud momentum keeps analysts optimistic. Morgan Stanley highlights Microsoft’s strong Q3 results and expects Azure to surge with planned data center expansion, fueling AI revenue growth. Yet, risks loom: economic slowdowns, margin pressure, and shifting dynamics with OpenAI — which faces legal and financial scrutiny despite Microsoft’s $100B+ bet — could test the AI race’s payoff. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:advertise@thednn.ai…
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