Microsoft (MSFT) saw a very solid earnings report without any glaring negatives, notes James E. Demmert. He talks about how MSFT had unexpectedly strong sales growth across most business unit and Azure growth landed at the top end of the guide. He discusses the major takeaways from MSFT's earnings report, as it saw 7.1% revenue growth. He then goes over how the A.I. race will shape big tech, highlighting Alphabet (GOOGL).
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