Brian Stewart, our director of news in this week, chalkful of earnings.

Welcome back to the show.

Thanks. Great to be here.

Talk to us. We promised mega earnings and, well, they delivered. I don't know if their sentiment delivered, but certainly the reports are out there.

I think that we should start there.

Would you agree?

Yeah, absolutely.

Okay, so talk us through from the most important earnings report that you saw cascading

down to the least important, relatively speaking.

Sure, I'll just talk about each company in turn and we'll be here for a month.

A hundred hours?

Right.

So first of all, I think it's important to look at the bigger picture that as earnings come

in, it dilutes the concerns about tariffs and the economy.

Not that those go away completely, but I think the market was craving a return to normalcy

in a way where fundamentals of companies and corporate earnings and things like that were the driver,

the driver of news.

And so I think in that respect, there was kind of a sigh of relief from Wall Street that

there was something concrete and immediate that they could trade on in the meantime. So if we take

the companies have reported so far this week, I think Microsoft is the one that stands up.

It's up 8% as we talk on Thursday after its earnings report. It beat expectations, issued a strong outlook.

The main focus there was the Azure segment.

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