Caroline Hyde

So really seeing the pain of that.

They are dialing this up because they must feel, it must be taken that they've felt from the market, you've got some bandwidth to do this right now.

Because what we've heard time and time again, think of Microsoft's numbers, is that their issue isn't one of demand, it's one of supply.

They are dialing this up because they must feel, it must be taken that they've felt from the market, you've got some bandwidth to do this right now.

Because what we've heard time and time again, think of Microsoft's numbers, is that their issue isn't one of demand, it's one of supply.

They are dialing this up because they must feel, it must be taken that they've felt from the market, you've got some bandwidth to do this right now.

Because what we've heard time and time again, think of Microsoft's numbers, is that their issue isn't one of demand, it's one of supply.

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Coming up, Disney shares sinking after giving a tepid growth outlook.

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And sources say Elon Musk is in advanced talks to combine SpaceX with XAI.

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