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Why Microsoft's cloud migrations matter more than its AI hype

The start of 2026 hasn't been kind to Microsoft (NASDAQ: MSFT). Despite delivering strong Q2 FY2026 earnings, the stock is ...
Redmondmag.com

Inside the Accounting Math Driving Wall Street’s AI Anxiety

A closer look at AI-driven capital spending, GPU depreciation and shrinking margins helps explain why massive hyperscaler ...