$Microsoft(MSFT)$ 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?

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