Microsoft, Alphabet on the Move, and RTX’s Engine Troubles 7/25/23
CNBC's "Fast Money"
00:00
Microsoft and the Future of AI
There is a lightyear gap between what Microsoft has talked about versus what they've delivered and what they will deliver. I'm in the belief that Google, their 20-year lead in search is going to inform better AI decisions. Ultimately, I think that's going to be good for ad revenue. And I think they're going to have persistent growth for the next five to 10 years as they start to turn that corner.
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