Media Summary: Thursday, December 4, 2025 9:00AM – 10:00AM (PT, Redmond Time webinar recording date) August blog: FabCon Barcelona - 0:11 Intro - 0:55 Generally Available - 1:01 Preview - 12:31 ... David Bailin argues that investors are overestimating earnings expectations and underestimating the long-term impact of AI.
6 Month Update Microsoft Msft - Detailed Analysis & Overview
Thursday, December 4, 2025 9:00AM – 10:00AM (PT, Redmond Time webinar recording date) August blog: FabCon Barcelona - 0:11 Intro - 0:55 Generally Available - 1:01 Preview - 12:31 ... David Bailin argues that investors are overestimating earnings expectations and underestimating the long-term impact of AI.
