By Yahoo Finance Video
Publication Date: 2026-04-29 20:15:00
00:00 Speaker A
What’s the the print you’re most interested in? It could be today or tomorrow. I’m doing Apple too. What’s
00:05 Speaker B
We literally talked about this. It’s Microsoft.
00:08 Speaker A
It’s Microsoft.
00:09 Speaker B
Oh yeah, I mean
00:10 Speaker A
Why why do you say Micro? Are
00:11 Speaker B
they are they going to continue to have these capacity issues? Last quarter they said that they would have seen Azure revenue of 40% growth. It was 38%. They said that part of that was because they were trying to use some of their GPUs for their own training and they’re trying to build up their own foundational model, frontier models.
00:26 Speaker A
Mhm.
00:27 Speaker B
You know, their strange relationship with uh OpenAI. They it feels like an ex that you’re like still friends with for some reason and it’s like, I don’t really like this person, but well, we’re going to hang out because…
