
Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives
Bloomberg Daybreak: US Edition
00:00
Discussion on Increased AI Spending by Tech Companies and Its Impact on Investors
The chapter explores the surge in AI technology spending by major companies like Alphabet and Microsoft, highlighting the need for continued investment and emphasizing the growth in CapEx. It also discusses the positive investor response to increased spending and the significance of understanding associated costs.
Play episode from 03:06
Transcript


