Investors Eye AI Winners on Both Sides of Pacific: Ives

Dan So just an embarrassment of riches when it comes to some of the earnings names next week. Which results are you most excited for. Yeah, I think it's get the popcorn out going into the weekend for next week, you're going to have robust earnings.I think front and center is going to be Microsoft. I think that's the one to me, in terms of a revolution, you're trying to understand what these use cases look like, what that expands. I think Azure growth is really off the charts.Microsoft's really won front and ...