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You are listening to Bloomberg Daybreak.

We want to get right back to the Tech Earnings story.

Microsoft and Google Parent Alphabet

are both on the rise this morning,

delivering results for both companies

that suggest investments in artificial intelligence

and cloud computing are paying off.

Now, for more on these results, we're really pleased to be joined by Gene Munster, managing partner at

Deepwater Asset Management and Dan Ives in our studio this morning, the Interactive Broker Studio, Senior Equity

Research analyst at Wedbush Securities for a roundtable discussion on these results.

It's great to have both of you back on with us this

morning. Gene, I'll start off with you. Is the AI narrative back on track now?

Absolutely. I think the only off track was what happened with interest rates and I think it kind of spooks some tech investors.

But this is a pretty unique dynamic we're seeing, not only in terms of the demand side whether

...