CNBC's "Fast Money" Big Tech Reports… And Opportunities in Private Credit 1/29/25
5 snips
Jan 29, 2025 The podcast dives into the latest earnings reports from tech giants like Microsoft, Meta, and Tesla. There’s a deep analysis of how rising interest rates are reshaping the private credit market. Insights on Tesla's advancements in self-driving tech reveal broader implications for the sector. Additionally, the competition in AI heats up with Alibaba's new model, while discussions on cryptocurrency highlight its evolving institutional interest. The hosts unravel the complexities of market dynamics amid such economic changes.
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Microsoft's Azure Growth Decelerates
- Microsoft's Azure cloud service shows slightly decelerating growth, causing concern.
- This deceleration, coupled with high valuation, suggests potential stagnation for Microsoft.
Meta's Strong Q4 and AI Focus
- Meta's Q4 earnings beat expectations, with accelerating revenue growth.
- Their AI assistant, Meta AI, is projected to reach a billion people, highlighting their focus on AI.
Tesla's Resilience and Bitcoin Gain
- Tesla's shares remain resilient despite missing top and bottom-line expectations.
- The company booked a $600 million Bitcoin gain, a novel development.