Microsoft's Q2 results and the wave of new analyst targets have crystallized a central tension: the company’s AI and cloud fundamentals are powerful and accelerating, yet the market’s price expectations and margin realities send mixed signals about how fast that promise will convert into durable...
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Here's a summary of the key points from the Fierce Network article, "No, Microsoft isn't abandoning its data center growth plan" (May 1, 2025):
Recent media reports suggested Microsoft was slowing or pausing its data center projects.
Microsoft CEO Satya Nadella clarified during the company's...
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As the dust settled on Microsoft's fiscal second-quarter earnings report, it was clear why financial analysts and tech enthusiasts have their eyebrows raised. While the Redmond-based titan posted impressive numbers in many core areas, its notable Intelligent Cloud segment—encompassing the Azure...
Hey everyone — I hope this month’s blog post finds you well!
Today, we are welcoming the solstice in the U.S., and I am very much looking forward to summer in Seattle. In addition to some planned vacation time, I will also be working with our team and partners on some exciting product...
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