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From the heart of where innovation, money and power collie in Silicon Valley and beyond,

this is Bloomberg Technology with Caroline Hyde and Edudlow. Live from New York. This is Bloombay Technology. Coming up, we sit down with the

CEOs of AMD, T-Mobile and Pinterest.

As tech earnings hit Full Send,

wow, plus Microsoft Azure Growth tests investors' patience

as AI spend ramps.

And the US sparing ASML and Tokyo electron from chip curbs.

We bring you the details.

What a morning I woke up to this morning.

This is what the earnings that have gone before last night look like in terms of the share reaction.

Many different stories, a lot of it centered around AI.

Microsoft down 1.3 percent.

Off session lows the story slower than expected Azure growth, an 8% contribution from artificial intelligence

but investors look at the cap-ex and go we don't see the growth or the money coming

out the other side of that equation.

...