Microsoft's Azure growth is beating expectations, and Stifel Managing Director Brad Reback says the momentum could last with growth above 50% in the near term. He joined Bloomberg Open Interest to discuss whether Microsoft's AI spending is paying off, why Oracle carries more risk and how public AI lab results could shed light on returns. Video Transcript 00:00 Speaker A Net-net, these results increase our confidence in the company's ability to sustain mid to upper teens revenue growth. Brad joins us now. So, Brad, talk to us about this Azure growth. How much of that growth and that momentum is sustainable? 00:18 Brad Uh we think it's broadly based and and very sustainable.
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