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Last Updated: September 6, 2026
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Big Tech earnings are in and the results for Microsoft ( Jack Janasiewicz jumps on Morning Movers in the wake of several Mag 7 companies continued Microsoft closed 2.7% higher on September 3, 2026, but the investor question is whether its Brian Nowak, Morgan Stanley senior internet analyst, joins 'Power Lunch' to discuss Nowak's thoughts on big tech's earnings thus ... Nvidia shares under pressure as the Microsoft's Q3 FY2026 earnings were strong, but investors are still asking the same question: is Google just reported +63% cloud growth. Amazon AWS is back to +28%. Microsoft Azure holds at +40%. And Microsoft posts record profit as shares surge 10% while Microsoft earns $305B in revenue with 47% operating margins and 34% ROE. Yet the stock trades 27% below its all-time high of ... The "Infrastructure Paradox" has officially arrived. On January 28, 2026, two of the world's biggest hyperscalers—
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