
Countdown to Big Tech Earnings, and Will X Mark the Spot for Twitter? 7/24/23
CNBC's "Fast Money"
00:00
Microsoft's Rally Is Broadening Out
It's actually an encouraging sign that there's obviously some rotation. These high growth high valuation names should pull back a bit and you should see a rotation in other things. Microsoft suggests they better knock the cover off the ball and say, hey, about 75 times for them to continue this rally because for Microsoft specifically at 31 times next year's numbers, it's getting the levels we haven't seen in quite some time.
Play episode from 01:59
Transcript


