Daniel Rubino dives into this week's big tech earnings and says Microsoft (MSFT) displayed a strong position for future A.I. growth. He says the breakout Azure numbers show "confidence" from the company's leadership as it attempts to gain market share against Amazon's AWS. For Apple (AAPL), he says a "foldable" phone might be in the works as he points to higher adoption in competing Samsung devices. One reason he thinks Apple could hesitate is potentially eating into iPad sales. Daniel discusses tariffs impact for big tech companies and doesn't forecast a $2000 iPhone this fall.

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