Exploring the recent advancements and challenges in AI within tech giants like NVIDIA, Microsoft, and Alphabet, and the growing significance of AWS, Azure, and Google Cloud. Discussion includes market dynamics, stock performances, and the competitive advantage major tech companies have in the AI landscape.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities.
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