

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Market Reactions to Tech Earnings
01:56 • 11min
Tech Earnings and AI Investments
12:54 • 4min
The Evolving Impact of AI on Corporate Productivity
16:25 • 2min
The Future of AI in Customer Support and Tech Earnings Insights
18:30 • 2min
The Role of AI in Meta's Platforms and Insights into the Fertility Industry
20:38 • 2min