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Fortune
Fortune
Sheryl Estrada

What Microsoft’s earnings tell us about AI and cloud trends

Satya Nadella, chief executive officer of Microsoft Corp., speaks during a Microsoft product event in New York, U.S., on Wednesday, Oct. 2, 2019. Microsoft unveiled a dual-screen, foldable phone that will run on Google's Android operating system, jumping back into a market it exited years ago. (Credit: Getty Images)

Good morning.

As CEOs and CFOs decide on cloud and AI use cases and budgets in an uncertain economy, Microsoft’s latest quarterly earnings provide some insight, according to Dan Ives, managing director and senior equity analyst at Wedbush Securities.

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