Ivan Feinseth, Research Director at Tigris Financial Partners, discusses earnings insights for Meta, Microsoft, and Alphabet. Kurt Wagner, a Bloomberg News tech reporter, delves into Meta's significant tax charge and its ambitious AI spending plans. Brooke May, a wealth manager, shares her investment perspective on the earnings trends. The conversation highlights potential challenges and opportunities in AI monetization, spending outlooks, and innovative products like Meta’s smart glasses, setting the stage for investor reactions and market shifts.
