Discussion on recent tech earnings reports from meta platforms, Alphabet, and Microsoft with a focus on market reactions, higher expenses, and ongoing investments. Insights shared on a company's significant investments leading to high expenses, lack of efficiency, and expectations for future expenses. Anticipation around upcoming earnings reports for Microsoft and Alphabet, analyzing Azure business, operating profit margins, revenue predictions, partnerships, and AI initiatives.
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James Cakmak, Technology Analyst at Clockwise Capital, shares his thoughts on earnings results from big tech companies including Microsoft and Alphabet. Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg News Rates Reporter Michael Mackenzie discuss US GDP data and the interest rate environment. And we Drive to the Close with Melissa Otto, Head of TMT Research at Visible Alpha.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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