shawn donnan out and bring in bloomberg intelligence senior intelligence analyst mandeep singh and anurag rana. there is going to be a lot of focus on the highest-rated member of the s&p, microsoft. what are the expectations going into the earnings report? >> just talking about microsoft, we are looking at an acceleration in revenue growth rate, cloud growth rate. i think it is going to be a fun quarter for microsoft because not only do they have to like about how much contribution from ai was there, but also they have to give guidance that is going to be much faster than what the street is. expectations are very high for microsoft. we do expect overall revenue growth to improve this year. having said that, this is one of the quarters where i have seen expectations high for the company. romaine: expectations are coming in high, and i'm curious, mandeep, when we talk about microsoft's peers, particularly alphabet, obviously not the same business, but do you think we're going to get help in this market from alphabet this week? mandeep: the big number for alphabet is there cloud business. the las