Big Tech: Alphabet, Microsoft
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 26 April 2023
⏱️ 11 minutes
🧾️ Download transcript
Summary
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Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street breakfast, where we cover the top news for investors every morning. |
| 0:07.0 | Good morning, today is Wednesday, April 26th, and I'm your host Julie Morgan. |
| 0:12.0 | Alphabet and Microsoft both report in earnings and Revenue Beat. |
| 0:16.0 | They both also talk about investments in AI. |
| 0:20.0 | Today is stock of the week Wednesday. We're hearing from JD Henning. He's the investing group leader of value and momentum |
| 0:27.3 | breakouts on seeking alpha. There's a series of variables that I look at related to money flows and some of them are technical and some of them behavioral. |
| 0:36.4 | He's telling us when he knew it was time to get out of Tesla |
| 0:40.6 | Vera Bradley is cutting corporate positions. |
| 0:43.0 | The company is cutting positions in marketing, e-commerce, and product development. |
| 0:48.0 | Our top story, Alphabet is up 1% pre-market. The stock rose after hours Tuesday, 4% in the immediate wake of its first quarter earnings. |
| 0:59.4 | Alphabet cleared Wall Street expectations on top and bottom lines and announced an increased buyback. |
| 1:05.7 | The company posted $69.8 billion in revenues, a 3% year-over-year gain, topping consensus for $68.8 billion by a full billion. |
| 1:17.2 | And noted revenues would have grown 6% in constant currency. |
| 1:21.7 | Diluted earnings per share of $1.17 came in well ahead of consensus for $1.7. |
| 1:29.0 | That figure was affected by Board of Directors authorized a $70 billion buyback. |
| 1:44.0 | CEO Sundar Pachai launched the earnings call |
| 1:47.1 | by mainly looking forward to two themes, |
| 1:49.8 | Artificial Intelligence and the company's |
| 1:52.0 | sharpened investment focus. |
| 1:54.4 | When it comes to AI, Pachar said the company has made good progress across the three areas |
| 2:00.0 | he outlined in the company's earnings call last quarter. |
| 2:04.0 | Microsoft also reported earnings on Tuesday. |
... |
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