Microsoft (MSFT) is launching services focused on hot secular trends, such as AI, says JP Lee. He and Dan Romanoff discuss the outlook for Microsoft. Dan notes that MSFT's outlook was worse than the below-consensus model. They then preview MSFT's earnings, and go over what the layoffs mean for MFST. They also mention the long-term outlook for investing in big tech. Tune in to find out more about the stock market today.
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