This chapter analyzes the recent earnings reports from tech giants Microsoft and AMD, focusing on the implications of their financial outcomes. The discussion highlights Microsoft's struggles to meet investor expectations amid scrutiny over AI-related investments, while contrasting it with AMD's robust performance and positive market outlook. As the chapter delves into stock market reactions and competitive dynamics in the AI sector, it raises critical questions about future growth and market strategies for both companies.
Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.
Hosts: Carol Massar and Tim Stenovec
See omnystudio.com/listener for privacy information.