Name: Azure Center of MSFT Upgrade, AAPL COO Stepping Down
Uploaded: 2025-07-09T14:09:48.164-05:00
Duration: 6 min 49 s
Description: Oppenheimer upgraded Microsoft (MSFT) to outperform, citing Azure growth as the thesis behind its bullish sentiment. Jenny Horne talks about how the Mag 7 giant made itself a reliable company in the A.I. trade, even amid volatility. She later turns to headlines on Jeff Williams stepping down from his role as Apple's (AAPL) COO.

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Oppenheimer upgraded Microsoft (MSFT) to outperform, citing Azure growth as the thesis behind its bullish sentiment. Jenny Horne talks about how the Mag 7 giant made itself a reliable company in the A.I. trade, even amid volatility. She later turns to headlines on Jeff Williams stepping down from his role as Apple's (AAPL) COO.

Azure Center of MSFT Upgrade, AAPL COO Stepping Down

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