Instant Reaction: Microsoft, AMD Earnings

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.