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4min chapter
Instant Reaction: Microsoft, AMD Earnings
Bloomberg Surveillance
Corporate Earnings and AI Investments
This chapter explores the recent earnings reports of Microsoft and Alphabet, focusing on their substantial investments in AI infrastructure and the demand for supporting chips. It compares the performance and growth potential of Microsoft and Meta, highlighting the challenges in quantifying returns on AI-related expenditures.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode