Markets Ride the AI Boom: Microsoft Joins the $4T Club, Meta Soars on Earnings 7/31/25
Squawk on the Street
00:00
Microsoft and Meta: A Tech Growth Analysis
This chapter examines Microsoft's remarkable growth, especially in Azure cloud services, while also contrasting it with historical concerns about the company's slowdown. The discussion highlights significant financial achievements for both Microsoft and Meta, emphasizing the impact of AI investments and the evolving competitive landscape in the tech industry. Engaging analogies and insights into the technology's potential, such as AI-equipped glasses, illustrate the transformative power of these advancements on individual capabilities and the broader economy.
Transcript
Play full episode
