Microsoft mentioned artificial intelligence 50 times during its victorious earnings goal. Microsoft says in the next quarter, AI will account for 1% of its growth in the cloud business. Meanwhile, Alphabet also had good things to report on cloud computing. Sales rose for Google Cloud and shrank slightly for Google's ad business.
The UK moves to block the Microsoft-Activision deal, Peter Thiel announces a change to his political giving, and First Republic Bank shows we're not out the woods yet. Also, Disney escalates its fight with Florida, and Big Tech has a good quarter. Plus, Senator Michael Bennet (D-CO) joins to discuss TikTok legislation, Twitter, and the Supreme Court.
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