Microsoft reported strong Azure growth of 39%, but market sentiment was dampened by concerns over capex guidance.
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Magnificent 4 Reports Are in $18.6 Trillion Just Reported - AI Trade Lives Four companies. One nigh
Mr M TradesNew
The creator analyzes the latest earnings reports from the 'Magnificent 4' hyperscalers, arguing that their strong AI capex returns confirm the AI trade is alive despite recent market noise. He highlights Google as the standout performer while noting market volatility for Meta and Microsoft due to capex-related concerns.
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Amazon delivered strong results with EPS nearly doubling estimates and AWS growth holding steady at 24%.
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