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Microsoft's underperformance has investors looking to cloud for growth

1. Microsoft stock up less than 8% in the past year. 2. Azure cloud growth is slowing, affecting investor sentiment. 3. Microsoft's AI partnership with OpenAI is evolving. 4. Analysts predict mid-30s growth for Azure next quarter. 5. Microsoft's earnings report expected to show slowing growth.

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FAQ

Why Bearish?

Slowing Azure growth may impact future performance, as seen with past earnings downtrends.

How important is it?

Slowing Azure growth and evolving AI partnership are crucial indicators for investor expectations.

Why Short Term?

Immediate market reaction expected post-earnings; longer-term effects rely on Azure recovery.

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