RiskReversal Pod

Big Tech Earnings: What We’ve Learned So Far | Okay, Computer.

Jul 31, 2024
A broad selloff in mega-cap tech stocks takes center stage, with a deep dive into Microsoft’s earnings and its ripple effect on the semiconductor industry. The conversation shifts to the mixed responses from investors regarding major players like Meta and Amazon. Navigating the challenges of advertising revenue and cloud services competition reveals intriguing dynamics. Future earnings reports from other tech giants promise to unveil more market surprises, while the influence of AI trends continues to shape the tech landscape.
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