The focus is really cloud and AI, they're really pushing that route. Could you possibly see some sort of spinoff in the future where they spin off the kind of slow-go and cyclical nature of the person's computer business? Well, I think this happens because they created a flywheel. But I could see if they come to a phase where the growth is ending and it becomes more about shareholder value at that moment in time then I can see spinoffs happening.
Welcome back, dividend investors! Today's episode is all about the first earnings releases that are dripping in. Hence, feel free to tune-in and hear our reflections on 3M ($MMM), Louis Vuitton ($LVMH), ASML ($ASML), Microsoft ($MSFT), and T Row Price Group ($TROW). This and more in our 133rd Dividend Talk podcast episode!
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