Sean(@sean_________):$MSFT u/g at Stifel: "Azure... Azure business accelerated vs expectations in June as the business benefited from incremental efficiency derived capacity and what we believe was a step-up in OAI contribution stemming from acceleration in OAI's business over the course of the quarter."

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

Joined May 2019

3K Following 9.8K Followers

Sean@sean_________

2026.09.22 21:54

$MSFT u/g at Stifel: "Azure... Azure business accelerated vs expectations in June as the business benefited from incremental efficiency derived capacity and what we believe was a step-up in OAI contribution stemming from acceleration in OAI's business over the course of the quarter."