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Microsoft Earnings, Apple Earnings

Microsoft unveils an agentic business model while Apple reports memory and chip shortages affecting its supply chain, even as the Mac line benefits from AI demand.

May 6 · 12:00:00 · primary fetch1 sourceupdated May 6 · 12:00:00

Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.

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stratechery.comMicrosoft Earnings, Apple Earningsprimary12:00:00