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Investors are watching Microsoft's Azure and Office revenues closely to see what sales flow from the money the company plans to pour into data centers to deliver generative AI.
Microsoft notched beats across the board with its latest results, calling out momentum in the cloud and traction with artificial intelligence.
Microsoft's gaming revenue is up 49% in Q2, mostly thanks to the Activision deal.
Microsoft reported second-quarter earnings that were boosted in part by its acquisition of game maker Activision Blizzard. Total Xbox content and services…
Microsoft is seeing AI traction, but that momentum could be priced into the stock already.