Vertiv and Other Growth Stocks Are the Place to Be After Microsoft and Meta Earnings - Barron's

1. Microsoft and Meta reported better-than-expected sales, signaling strong growth. 2. Microsoft's Azure cloud product predicted revenue growth of about 35%. 3. Confidence in technology spending remains despite economic concerns. 4. Analysts may revise Microsoft's earnings forecasts higher due to strong performance. 5. Investors are encouraged to focus on growth stocks benefiting from AI trends.