Microsoft Azure Miss To Lead To Dip In AI Stocks, But The Trade Remains Strong, Predicts Gene Munster — Increased Redmond Capex 'Good News' For Nvidia, TSMC
Deepwater Asset Management's Managing Partner Gene Munster has forecasted a potential downturn in AI stocks due to Microsoft's Azure underperformance. Despite this, Munster remains optimistic about the AI sector's future.