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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.
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How do you view the two giants' earnings?
Will you buy the dip as Microsoft dips to $400?
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