Microsoft Drops Most Since 2020

They clearly missed their buy side number for Azure growth last night. So everyone was hoping for 40%. They printed 38.And the reason they gave was they're using a lot of those GPU capacity for in-house applications. Now the contrast with meta was Meta said they're already seeing a big lift in ad convergence by applying A. I.So that was the missing piece at Microsoft is they did not talk about a lift to their business. See how it does it. It's just so curated.Come on. Google's cleaning their clock and co-pi ...