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Microsoft plans to hire more but with 'a lot more leverage' thanks to AI, CEO Satya Nadella says

1. Microsoft plans to grow headcount, focusing on leveraging AI technologies. 2. The company's workforce has remained stable amid previous layoffs of 15,000 employees. 3. Nadella emphasizes AI's role in transforming job execution and productivity. 4. Microsoft reported 12% revenue growth and record operating margins recently. 5. Amazon's layoffs signal competitive pressures in cloud and AI sectors.

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FAQ

Why Bullish?

Nadella's focus on leveraging AI and recent strong revenue growth bodes well for future performance. Historically, companies that successfully transition to AI-driven models see substantial market valuation increases.

How important is it?

Nadella's comments on AI integration and growth strategy are pivotal in shaping market investors' perceptions towards Microsoft's long-term growth potential.

Why Long Term?

The transition to AI-driven productivity will take time but promises significant returns. Similar scenarios in history show future profitability often arises post-initial investment in technology.

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