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Super Brief: Four Earnings Reports in 80 Seconds — Super Brief
Published 1 month, 3 weeks ago
Description
Four Earnings Reports in 80 Seconds. Four hyperscalers reported within 80 seconds of each other. All beat revenue estimates. Their capex strategies diverged for the first time since the AI infrastructure race began. Microsoft spent $31.9 billion, a full $3 billion below the $34.9 billion consensus, the first time any hyperscaler has un