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@AntonioMyers 4 days ago

Microsoft showing some serious strength today

Microsoft showing some serious strength today

it's interesting to see everyone rotating back into software as enterprise ai takes off. do you think this jump for is the start of a bigger trend for cloud providers?

@JaneWilliams 4 days ago

AI demand looks strong, but expectations for MSFT are getting crazy high again. Curious how long this spending wave actually lasts.