The Joseph Carlson Show Microsoft Just Changed The Game
Jul 31, 2025
Dive into the booming world of tech as the hosts dissect Microsoft's impressive earnings, fueled by its AI advancements and cloud services. They also explore Meta's resurgence, showcasing its AI-driven strategies for ad revenue. Investment strategies are unpacked, highlighting the potential of major players like Google and S&P Global. Additionally, there are discussions on regulatory challenges facing FICO and MasterCard's solid performance, alongside Spotify’s stock valuation concerns. It's a thrilling look at the shifting dynamics in the tech landscape!
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Microsoft's Cloud Growth Dominance
- Microsoft's cloud business is outperforming competitors in growth and scale.
- Azure is at a $75 billion run rate, growing faster than Google Cloud and AWS.
Microsoft as AI Engine
- Microsoft integrates AI deeply across its products, creating an AI engine for the world.
- Copilot and AI tools have hundreds of millions of users actively engaged.
Meta's Earnings and AI Edge
- Meta consistently beats earnings estimates by wide margins, showing strong growth and engagement.
- AI enhancements drive user engagement and ad revenue across the platform's apps.