X @Cathie Wood

Market Trends & Cloud Spending - AI is transforming software and cloud spending [1] - Microsoft's Intelligent Cloud segment is growing faster than Productivity Software [1] - Intelligent Cloud segment is on track to be larger than Productivity Software in the next few quarters [1] - Intelligent Cloud segment grew +25% year-over-year [1] - Productivity Software segment grew +14% year-over-year [1]