Microsoft Q2 Earnings: Why I'm Bullish Despite Capex Concerns (NASDAQ:MSFT)
1. Analysts predict strong growth for MSFT driven by AI adoption. 2. Microsoft's cloud segment shows continued revenue strength amid competition. 3. Investors cautious over potential regulatory scrutiny affecting tech giants. 4. Recent quarterly performance exceeds expectations and signals robust demand. 5. Strategic partnerships may enhance market position and drive innovation.