Gene Munster
2026.07.29 23:37

$Microsoft(MSFT.US) guide was impressive. Stock jumps from up 2% to up 8%.

Sounds like growth rates in cloud software will be stable in the teens, which suggest no bot boggy man in this guide.

Sept Azure growth of 45% vs. 43% reported in June.

No increase in capex.

Source: Gene Munster

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