7/30 Tue 22:09 ET
• $MSFT drops as AI growth disappoints. Azure cloud segment which Azure AI is a part of, grew 29% this quarter, shy of estimates of 30.2%. Capital spending grew 77% QoQ with AI related investment accounting for majority
• $AMD +7% afterhours. Data center sales… pic.twitter.com/VUvECVQhG0

— Ecoa Notes (@mestonecoa) July 31, 2024