About this episode
Microsoft beat Q3 2026 earnings expectations, driven by 40% Azure growth and surging AI revenue.
Rising CapEx and OpenAI concerns weighed on sentiment despite strong underlying fundamentals.
Analysts still see significant upside for MSFT, suggesting the pullback may be a buying opportunity.
Rising CapEx and OpenAI concerns weighed on sentiment despite strong underlying fundamentals.
Analysts still see significant upside for MSFT, suggesting the pullback may be a buying opportunity.
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