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Microsoft (MSFT) demand has accelerated since last quarter, says Megan Brantley of LikeFolio, especially when it comes to Azure cloud. She highlights the disconnect her data shows between the demand trends and moves in the Mag 7 stock. Megan explains what it all means for investors as the AI trade continues to accelerate.

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Ca$htag$: MSFT Azure Cloud Drives Soaring Demand, Stock Flat Y/Y

Schwab Network

Ca$htag$: MSFT Azure Cloud Drives Soaring Demand, Stock Flat Y/Y