
Microsoft's Earnings Beat, Alphabet Shares Rising, and a New Warning for Markets 04/26/23
Morning Call
00:00
Microsoft's Cloud Growth Slowed Down a Bit
This quarter they grew revenue 31 percent. We think we're only about the second or third inning of the migration to cloud at the most. AI is really going to drive a lot of new use cases and growth that make it really hard to predict.
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