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No bubble in the cloud, yet

In the news: Microsoft reported blowout fiscal Q4 2026 earnings today, and the stock is jumping hard in after-hours trading. Here ae the headlines: Revenue: $90.0 billion, up 18% year-over-year, well above the roughly $87.6 billion analysts expected Net income: $35.8 billion (GAAP), up 31%; diluted EPS of $4.81 GAAP / $4.74 adjusted, versus a […]
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