Microsoft Earnings: The Stock Move, AI, and What Else to Watch - Barron's

1. Microsoft's Q3 earnings report is due soon, focusing on AI and cloud performance. 2. Analysts expect adjusted earnings of $3.22 per share on $68.4 billion revenue. 3. Cloud revenue growth may decelerate; guidance will be closely monitored. 4. Capital expenditures estimated at $16.2 billion, up from last year. 5. Market sentiment is mixed; corporate guidance may be conservative due to uncertainties.