$Microsoft(MSFT)$ Outside supp

$Microsoft(MSFT)$ Outside suppliers are late in delivering data center infrastructure to Microsoft, meaning the company won’t be able to meet demand in the fiscal second quarter. “I feel pretty good that going into the second half of even this fiscal year, that some of that supply-demand will match up,” CEO Satya Nadella said on a conference call with analysts. Simple Simon.. still 🐂 going forward.

Earnings Season: Which Companies Are You Following?

AI bolsters Microsoft's Q3 Azure revenue, which increased by over 30%, but a slowdown in growth is expected for Q4 along with increased AI spending. Meta's revenue slightly exceeded expectations, but AI losses worsened, with warnings of substantial future increases, and a significant rise in capital expenditures is anticipated next year. -------------- How do you view the two giants' earnings? Will you buy the dip as Microsoft dips to $400?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":365838670037072,"tweetId":"365838670037072","gmtCreate":1730342054693,"gmtModify":1730342956101,"author":{"id":10000000000010968,"idStr":"10000000000010969","authorId":10000000000010968,"authorIdStr":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[{"themeId":"b11d1b02e92f49a3919a4f39d6990ac1","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Earnings Season: Which Companies Are You Following?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b11d1b02e92f49a3919a4f39d6990ac1}&rnconfig={\"headerBarHidden\": true}","description":"AI bolsters Microsoft's Q3 Azure revenue, which increased by over 30%, but a slowdown in growth is expected for Q4 along with increased AI spending. \nMeta's revenue slightly exceeded expectations, but AI losses worsened, with warnings of substantial future increases, and a significant rise in capital expenditures is anticipated next year. \n--------------\nHow do you view the two giants' earnings?\nWill you buy the dip as Microsoft dips to $400?","image":"https://community-static.tradeup.com/news/a62cb02d702b5f9f5b0f3fa940e02236"}],"images":[{"img":"https://community-static.tradeup.com/news/76126bcef740ef1e929a04f20956831f","width":"830","height":"464"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/76126bcef740ef1e929a04f20956831f","width":"830","height":"464"}],"html":"<html><head></head><body> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>Outside suppliers are late in delivering data center infrastructure to Microsoft, meaning the company won’t be able to meet demand in the fiscal second quarter. “I feel pretty good that going into the second half of even this fiscal year, that some of that supply-demand will match up,” CEO Satya Nadella said on a conference call with analysts. Simple Simon.. still 🐂 going forward.<img src=\"https://community-static.tradeup.com/news/76126bcef740ef1e929a04f20956831f\" tg-width=\"830\" tg-height=\"464\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>Outside suppliers are late in delivering data center infrastructure to Microsoft, meaning the company won’t be able to meet demand in the fiscal second quarter. “I feel pretty good that going into the second half of even this fiscal year, that some of that supply-demand will match up,” CEO Satya Nadella said on a conference call with analysts. Simple Simon.. still 🐂 going forward.<img src=\"https://community-static.tradeup.com/news/76126bcef740ef1e929a04f20956831f\" tg-width=\"830\" tg-height=\"464\"></body></html>","text":"$Microsoft(MSFT)$ Outside suppliers are late in delivering data center infrastructure to Microsoft, meaning the company won’t be able to meet demand in the fiscal second quarter. “I feel pretty good that going into the second half of even this fiscal year, that some of that supply-demand will match up,” CEO Satya Nadella said on a conference call with analysts. Simple Simon.. still 🐂 going forward.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/365838670037072","repostId":0,"isVote":1,"tweetType":1,"viewCount":277,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":338,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365838670037072"}