A Sitcom Analogy for Microsoft's AI Journey

Microsoft just got the market focused on business results again.

(00:21) Nick Sciple and Dylan Lewis discuss:

- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.

- Meta’s advertising present and AI future.

- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks.

(17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.

Companies discussed: MSFT, META, AAPL, AMZN, WBD

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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