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Microsoft conference call: AI demand exceeded expectations, capacity may be limited after June, tariffs were mentioned only once, and the period of economic pressure coincides with the acceleration of Cloud Computing penetration.
Microsoft stated that this quarter's Azure exceeded expectations mainly due to non-AI services, with excess contributions from the AI segment coming from the early delivery of some GPU capacities; unexpected AI demand may lead to capacity tightness after June, and this year will continue to invest 80 billion dollars in Datacenter construction; historical experience shows that periods of economic pressure coincide with accelerated Cloud Computing penetration.
Mark Zuckerberg Doesn't Believe That AI Market Will Follow Search's 'Winner Takes Most' Model — Meta CEO Predicts Multiple Specialized AIs For Work And Play
Earnings Call Summary | Microsoft(MSFT.US) Q3 2025 Earnings Conference
Microsoft Anticipates $32.35B in Productivity and Business Processes Revenue for Q4 2025 Driven by AI and Cloud Demand
Options Market Statistics: Palantir Shares See Volatility Ahead of Earnings; Options Pop
Tesla's Board of Directors has begun looking for a successor to the CEO, as Musk, who is "tired of making cars," needs a "Cook"?
A Tesla executive once told his team, "If Musk resigns, Tesla will be better off." Analysts suggest that Musk's frequent involvement in political activities indicates he may be tired of making cars, and Tesla needs a Tim Cook-like executive to take over, continuously improving and refining existing products and solving "resolved issues" rather than inventing "new problems."
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is really informative for newbies like me
Reg3e OP : Learn. Trade. Win
Jackie Hampton : I'm beginner, and when you say 'just buy the whole market'? what exactly does that mean?
Reg3e OP Jackie Hampton : It means investing in a broad market ETF such as VT. It hold thousands of stocks worldwide, so you're diversified across global companies, reducing the risk of being stuck with individual companies, sector, or country performing poorly.
Since ETF like VT is based on Market Cap, poor performing companies will automatically hold less % in your portfolio, while those performing well will gain more % in your portfolio, as reflected in their company growth/market value.
Jackie Hampton : Thank you.. that makes sense..