Microsoft’s fourth-quarter earnings loom large as investors eye their AI spending spree — stock down 18% this year, but cloud demand is soaring. With capex projected to more than double from last year, analysts demand strong Azure growth to justify the cost. While long-term spending may cool by 2027, this quarter’s numbers look solid: earnings and revenue expected to beat last year, driven by a surge in Intelligent Cloud.

Listen in comfort:
Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn.

Advertise on DNN:
advertise@thednn.ai

This is an automated, high-level news summary based on public reporting.
Report issues to feedback@thednn.ai.

View sources & latest updates:
https://sources.thednn.ai/37a0a96de6766b50

Podden och tillhörande omslagsbild på den här sidan tillhör The Daily News Now!. Innehållet i podden är skapat av The Daily News Now! och inte av, eller tillsammans med, Poddtoppen.