Motley Fool Money Finding AI in Big Tech Earnings
Jan 31, 2024
Asit Sharma, a Motley Fool analyst, talks about Microsoft and Alphabet's earnings, highlighting Microsoft's strong growth in cloud services and the challenges Alphabet faces in adapting to AI. Chris Camillo, co-host of 'Dumb Money Live', shares insights on using social media for investment research and the potential of Tesla's humanoid robots. They explore how these tech giants are navigating the evolving market landscape and the significant implications of AI on future profitability.
AI Snips
Chapters
Books
Transcript
Episode notes
Microsoft's Cloud Dominance
- Microsoft's cloud segment, especially Azure, drives its success, outpacing Alphabet's growth.
- AI investments are paying off for Microsoft, making it look younger and more innovative.
Alphabet's Advertising Concerns
- Alphabet's advertising revenue returned to growth, but the market remains skeptical.
- Investors worry about Alphabet losing its edge in advertising as AI-driven advertising evolves.
Evaluating Big Tech in the Age of AI
- Evaluate Microsoft and Alphabet based on their data center capacity, crucial for AI cloud services.
- Consider their investments in silicon and ability to deliver AI applications efficiently.
