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Big Tech’s AI bill came due this week. Investors paid the cloud and punished the rest.
This week the biggest technology companies opened their books and showed investors what their AI spending is actually buying. The market did not react as one. It split down the middle. On one side sat the clear winner. Microsoft reported 43
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thenextweb.com
Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.
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morningstar.com
Dow Jones Top Company Headlines at 7 PM ET: Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100 Billion | Meta ...
Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100 Billion
