Media Summary: Postive comments about Azure growing at 40% in June vs 39% in March was offset by them talking about the elephant in the room ... The reason why shares of AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle ... Meta can't shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%.
Pressure Points Microsoft 3q 26 Earnings - Detailed Analysis & Overview
Postive comments about Azure growing at 40% in June vs 39% in March was offset by them talking about the elephant in the room ... The reason why shares of AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle ... Meta can't shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%. Following the Meta call, the key takeaway is the core business is doing great and they're aggressively investing in AI to become ...
