Mad Money Host at CNBC
Member since: Sep '20 · 6895 Opinions
They report Wednesday. They've disappointed 3 straight quarters, with soft outlooks after delivering solid results. Co-Pilot needs to gain serious traction while data centre spending stays strong, but not too strong, and hopes that Azure resumes acceleration. If it misses once more, this will be punished.
They report Monday. Been hammered by economic weakness, but also benefit from the tariffs. Watch what they have to say.