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Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch...
Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set...
