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9min chapter
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Prof G Markets
Tech Earnings Insights
This chapter analyzes recent earnings reports from tech giants like Google, Microsoft, and Meta, revealing the contrasting market reactions they faced. It also discusses YouTube's impressive revenue growth and implications for the valuation of tech companies amidst competitive capital expenditures.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode