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Microsoft (msft) reported its second quarter earnings after the bell on wednesday, beating wall street estimates on the top and bottom lines, with cloud revenue topping $50 billion for the first. Nvidia , amazon , and microsoft are in talks to invest up to $60 billion in openai, the information reported on wednesday. Microsoft (msft) stock prediction in 2026 microsoft’s strong azure revenue growth positions it for cloud and ai market gains
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However, $20 billion quarterly capex and tariff risks require caution. Microsoft is heading into its earnings report this week facing what one analyst calls a prove it moment, with investors looking for signs that its massive ai bet is translating into sustained.
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