Microsoft's Q4 earnings are in, and it's a mixed bag! 🤖💼
Strong earnings with $2.94 EPS and $64.5B revenue, driven by cloud revenue hitting $36.8B. AI investments are a big part of this growth, but they come with a hefty $14B price tag. Investors are happy but cautious.
Concerns arise over AI's slow financial returns. Rivals like Google are also ramping up AI without immediate gains, adding pressure on Microsoft. Analysts predict AI benefits might not be visible until 2025.
Despite worries, Microsoft’s stock is up 13% YTD, reflecting confidence in its strategy. The next quarters will be crucial for balancing AI ambitions with investor expectations. 🚀