Microsoft Earnings Reaction
Microsoft’s latest earnings report surprised the market, revealing a slowdown in cloud revenue for the first time since 2022, despite overall earnings beating expectations. The staggering capital expenditures from tech giants—projected at $200 billion this year—spark concerns about sustainability, especially as the AI sector's revenue remains relatively small. Investors are now gravitating towards infrastructure players, reflecting a shift in confidence as they seek stability amid uncertainty in the software landscape.In this clip
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Which big mega-cap tech companies are investing the most in AI as discussed in the episode Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube | Prof G Markets and the clip Capital as a Weapon?
Which are the big mega-cap tech companies investing the most in AI as discussed in the episode Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube | Prof G Markets and the clip Capital as a Weapon?