Microsoft, a big company that makes computers and software, recently shared some news about how well they are doing. Their cloud business, which is called Azure, did not make as much money as people expected. This made some people worried, and the price of Microsoft's shares went down.
However, the boss of Microsoft, Satya Nadella, and other important people from the company said that they are still very confident about their future. They talked about new technology called AI, or artificial intelligence, which can help computers learn and think like humans. They believe that this technology will make them even more successful in the future.
Some experts who watch Microsoft's stocks agree with this idea. They think that the Azure business is still doing well and that the AI technology is very important for Microsoft and other companies. They believe that the shares will go up again soon.
So, even though the recent news was not perfect, many people still think that Microsoft has a bright future because of its AI technology.
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- The article title is misleading, implying Microsoft's Q4 results were "fine" but not "blowout" is a negative statement, but the article body states that Wedbush analyst AIiel Ives said the same thing, and he maintains an Outperform rating and a $550 price target for the shares.
- The article focuses on the Azure revenue miss and forward guidance, which were below expectations, but ignores the positive aspects of Microsoft's Q4 results, such as stronger commercial bookings, 11 of 12 operating metrics beating expectations, and AI monetization trends that should accelerate in FY25.
- The article uses quotes from analysts and experts to support its negative view of Microsoft's Q4 results, but does not provide any context or analysis of why these quotes are relevant or accurate.
- The article implies that the after-hours sell-off in Microsoft shares was justified by the Azure revenue miss and forward guidance, but does not consider other factors that may have influenced the market's reaction, such as the overall tech sector sell-off, the economic outlook, or investor sentiment.
- The article does not provide any data or evidence to back up its claims that Azure is losing market share to AWS or that the cloud press
software, hardware, and services, consumer electronics, AI, cloud computing, digital media, and gaming industries.