Bloomberg Surveillance cover image

Instant Reaction: Microsoft, AMD Earnings

Bloomberg Surveillance

00:00

Analyzing Microsoft's Earnings and AMD's Growth

This chapter explores Microsoft's recent earnings report, assessing its AI investments and performance relative to Alphabet. The discussion highlights the market reaction to Microsoft's results, emphasizing investor disappointment and the implications for Azure's growth. In contrast, AMD's earnings are celebrated, showcasing its strong performance in the AI sector and positive investor sentiment.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app