Motley Fool Money The Trillion-Dollar Sleeper
Apr 26, 2019
Becky Quick, co-host of CNBC's Squawk Box and On the Money, shares her expertise on investing and Warren Buffett. She discusses the anticipation surrounding the Berkshire Hathaway annual meeting and Buffett's insights on current market trends. The conversation highlights the impressive earnings from tech giants like Microsoft and Amazon, while addressing the challenges faced by companies like Facebook in a transforming landscape. The talk also explores the upcoming IPOs of Uber and Slack, offering a glimpse into future market directions.
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Microsoft's Trillion-Dollar Valuation
- Microsoft's market cap briefly exceeded $1 trillion after strong Q3 results, driven by cloud growth.
- Satya Nadella's leadership has been key to Microsoft's transformation and cloud success.
Microsoft's Innovation in Cloud Computing
- Microsoft's Azure business is growing faster than Amazon Web Services.
- This highlights Microsoft's innovation despite being an established company.
Facebook's Resilience and Advertising Dominance
- Facebook had record profits despite setting aside $3-5 billion for an FTC fine.
- Their large network effect and diverse ad revenue base contribute to their resilience.