Microsoft (MSFT) will report positive third quarter earnings after the bell on Wednesday. As in prior quarters, Wall Street will be looking for proof that the company’s vast AI data center investments are paying off. But President Trump’s “Liberation Day” tariffs could add an extra wrinkle as enterprise customers pull back on spending amid broader economic uncertainty.
“We estimate that 10%-15% (could be conservative) of many cloud and AI initiatives in the US we are tracking in the…
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