Exxon Plunges, PCE Rises, Tech Earnings
Bloomberg Intelligence
Tech Giants Strategy and Earnings Analysis
The chapter delves into the impressive performance of Alphabet, focusing on maintaining market share, growth in cloud business and YouTube, and significant margin expansion. It discusses Google's cloud profits, Microsoft's AI technology partnership with OpenAI, Google's cash flow plans, and compares the stock strategies of Google and meta. Additionally, it previews Apple's upcoming earnings report and Snap's stock performance amidst changes in the digital ad market.
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