Microsoft can monetize AI better than any software company, says Jefferies' Brent Thill

Let's get more in Meta and Microsoft as those stocks are moving right now in opposite directions. Joining us now, Brent Th from Jeffre. Brent, great to have you with us.I want to tackle the decline that we're watching in Microsoft shares right now. Um, what's behind it. Is it the Azure growth.>> Softers like Randy Dangerfield, no respect. Uh, it is incredible. Uh, the Microsoft numbers were stable.Azure, uh, Office 365, many of the numbers were just, you know, right in line and it wasn't a blowout. Uh, the ...