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Bloomberg Intelligence
Instant Reaction: Microsoft, AMD Earnings
Jul 30, 2024
Dan Morgan, a Senior Portfolio Manager at Synovus Trust, and Ed Ludlow, Co-Host of Bloomberg Technology, dive into the latest earnings reports from Microsoft and AMD. They discuss Microsoft's concerning drop in shares and the impact of its cloud revenue, juxtaposed with AMD's strong performance. The conversation highlights the competitive landscape in the AI accelerator market and the evolving role of AI in corporate productivity, including Microsoft's Copilot. They explore the transformative effects of AI on customer support and its implications for future tech strategies.
20:25
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Quick takeaways
- Microsoft's earnings report indicates a mixed outlook as cloud revenue growth fell short of expectations, raising concerns about AI investments.
- Lenovo's free online program, Lenovo Pro, empowers small businesses by providing access to tech specialists for improving their operational efficiency.
Deep dives
Enhanced Trading Support at Schwab
Traders at Schwab now benefit from enhanced support after the integration with Ameritrade, which focuses on providing specialized assistance for various trading needs. This includes access to a dedicated trade desk staffed by knowledgeable traders who can help navigate complex trading questions and strategies. Professional support is available around the clock, allowing for real-time assistance through phone and chat options, making it easier for traders to make informed decisions. Such resources are designed to empower clients, emphasizing Schwab's commitment to facilitating successful trading experiences.
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