Name: MSFT A.I. Spend & Cloud Revenue Earnings Expectations, 'Good Read' on Tech
Uploaded: 2025-04-30T19:17:51.583-05:00
Duration: 4 min 24 s
Description: Microsoft (MSFT) is the best performer of the Mag 7 this year... but it's still down about 7% in 2025. Caroline says it can reclaim investor interest through its A.I. CapEx and cloud revenue, though both face headwinds in a tariff-led economy. Jenny Horne later joins the conversation and adds that Microsoft also serves as a barometer for other aspects of tech investors may miss.

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Microsoft (MSFT) is the best performer of the Mag 7 this year... but it's still down about 7% in 2025. Caroline says it can reclaim investor interest through its A.I. CapEx and cloud revenue, though both face headwinds in a tariff-led economy. Jenny Horne later joins the conversation and adds that Microsoft also serves as a barometer for other aspects of tech investors may miss.

MSFT A.I. Spend & Cloud Revenue Earnings Expectations, 'Good Read' on Tech

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