

Instant Reaction: Microsoft, AMD Earnings
Jul 30, 2024
Dan Morgan, a Senior Portfolio Manager at Synovus Trust, and Ed Ludlow, Co-Host at Bloomberg Technology, dive into the latest earnings reports from Microsoft and AMD. They explore Microsoft’s surprising share price decline despite its AI investments and discuss investor disappointment regarding Azure's growth. In contrast, AMD shines with strong performance in the AI sector. The conversation also highlights AI's growing role in enterprise productivity and customer support, marking a pivotal shift in tech company strategies and investor outlooks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Analyzing Microsoft's Earnings and AMD's Growth
01:47 • 11min
Corporate Earnings and AI Investments
12:44 • 4min
Exploring AI's Impact on Enterprise Productivity
16:15 • 2min
The Future of AI in Customer Support and Tech Earnings Insights
18:21 • 2min
The Role of AI Agents in Enhancing Meta's Business Transactions
20:29 • 2min