Finding AI in Big Tech Earnings

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 31 January 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up. (00:21) Asit Sharma and Dylan Lewis discuss: - Where AI developments are showing up in Microsoft’s financials. - The concerns over Alphabet’s ad segment, even as it posts a return to growth. - How the market is grading big tech companies this earnings season. (14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots. Companies discussed: MSFT, GOOG, GOOGL, TSLA Host: Dylan Lewis Guests: Asit Sharma, Chris Camillo, Sanmeet Deo Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Microsoft and Apple show us how the market is grading big tech.
0:08.2	Motley Full Money starts now. I'm Dylan Lewis and I'm joined over the airwaves by
0:13.0	I'm going to...
0:15.0	I'm Dylan Lewis and I'm joined over the airwaves by Motley Fool analyst
0:24.0	Osset Sharma.
0:25.0	Osset, thanks for joining me.
0:26.0	Dylan, thank you as always for having me.
0:28.0	We've got a trick or two for improving your investing research
0:31.0	and new earnings from
0:32.7	alphabet and Microsoft and that's where we're gonna start today,
0:35.3	Osset. We have updates from the newly crowned largest company in the world.
0:41.2	Osset, Microsoft reported what looked like an awfully strong
0:44.6	quarter, not a very large market reaction but strong results from the new King of
0:50.4	the Mountain Top. Well Dylan these, these were cloudy results, to be honest.
0:55.6	And by cloudy, of course, I mean, the cloud
0:58.6	was a big part of this picture.
1:01.1	As your growth was strong double digits again
1:04.1	Microsoft's cloud business is taking share from competitors when you put
1:08.8	all the different cloud parts together that's more than half of Microsoft's revenue this quarter and it
1:16.6	helped the company move its top line up 18% year over year. The company is generating quite nice profits off of that.
1:25.3	Operating income increased 33 percent to a cool 27 billion.
1:29.7	So what I'm getting out of this is a company that invested early in generative AI and also has kept up its investments in servers in
	...

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