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Tech analyst James Cakmak discusses big tech earnings like Microsoft and Alphabet. Economic correspondents analyze US GDP and interest rates. Melissa Otto examines TMT research. Topics include AI, cloud business, and market reactions.
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- Investors are concerned about Meta Platforms' increased expenses and AI investments impacting ROI and shareholder confidence.
- Microsoft and Alphabet face variable operating profit margin forecasts in key segments like Azure and Google Cloud, signaling potential challenges and opportunities.
Deep dives
Meta Platforms Investments and Expenses Impact Stock Performance
Meta Platforms faced a sell-off following the announcement of higher expenses and continued investments in AI, leading to concerns among investors. The significant expenses anticipated in AI investments suggest future upward revisions to expenses, possibly impacting ROI and shareholder confidence.
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