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This chapter discusses the impressive quarterly earnings of big tech companies like Microsoft, Alphabet, Meta, Amazon, and Apple, including Meta's stock surge, and explores the growth in their core businesses. It also touches on the role of artificial intelligence in earnings and the challenges faced in monetizing AI, along with other notable topics such as potential concerns for Apple, return to growth for Google Search advertising and Amazon Web Services, and Elon Musk's response to court decisions on his pay package.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode