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Bloomberg Businessweek
Bonus Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives
Apr 26, 2024
12:10
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Gene Munster and Dan Ives discuss Microsoft and Google's AI and cloud investments leading to remarkable earnings growth, with insights on CapEx impact, Apple's AI strategies, and the competitive advantage in the tech sector amidst regulatory challenges.
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Quick takeaways
- Investments in AI and cloud computing are driving growth for Microsoft and Google.
- Tech companies like Google and Apple are increasing spending on AI technologies for future market positioning.
Deep dives
The Growth of AI in Tech Companies
Tech companies like Microsoft and Alphabet are experiencing significant growth due to investments in artificial intelligence and cloud computing. The AI narrative is back on track, with companies seeing accelerated growth in products like Google Cloud and Azure. This growth signifies the beginning of a multi-year bull market in AI, leading to enhanced productivity and profitability for these companies.
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