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Microsoft to report Q4 earnings as investors look for return on AI investments

Microsoft is preparing to report earnings as investors seek returns on artificial intelligence investments. The company and Amazon are spending $400 billion on AI. Satya Nadella's AI focus may be threatening some of the company's largest businesses.

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New reports highlight the scale of AI spending and potential risks to core business units.

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  1. Microsoft Faces Investor Pressure Over AI Returns Ahead of Earnings

    Microsoft is preparing to report earnings as investors seek returns on artificial intelligence investments. The company and Amazon are spending $400 billion on AI. Satya Nadella's AI focus may be threatening some of the company's largest businesses.

    Still unconfirmed:

    • Microsoft could swing $189 billion in value after earnings.
    • Microsoft and Amazon are spending $400 billion on AI.
    • Satya Nadella's AI strategy is threatening Microsoft's biggest businesses.
    • Microsoft is reporting Q4 earnings.
    • Microsoft is reporting Q2 results tomorrow.
    confidence 50%