Instant Reaction: Microsoft, AMD Earnings

Dan Morgan, a Senior Portfolio Manager at Synovus Trust, and Ed Ludlow, Co-Host on Bloomberg Technology, dive into the latest earnings from Microsoft and AMD. They discuss Microsoft's disappointing financial results and rising capital expenditures, contrasting it with AMD's strong performance driven by data center growth. The pair also explores the impact of AI on workplace productivity, including Microsoft's CoPilot feature. They share insights on how AI is transforming customer service and its implications for the tech industry's competitive landscape.