Special Report: Tech Earnings Scorecard 7/28/23
Mad Money w/ Jim Cramer
CNBC
4.3 • 4K Ratings
🗓️ 28 July 2023
⏱️ 45 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Welcome to a special Friday afternoon edition of Tech Tech, I'm Julia Borsten in San |
| 0:07.9 | Francisco. |
| 0:08.9 | Today, the earnings day lose. |
| 0:11.1 | Tech companies doing mostly better than feared will dig into what could be the bottom |
| 0:15.2 | for performance but the top for stocks. |
| 0:18.0 | Plus, a look at deal making and M&A activity and why partnership might be the new keyword |
| 0:23.9 | in both media and tech. |
| 0:26.3 | The Zuckessons, Meta shares up 170% this year has the Zuck Menton peaked but first earnings |
| 0:34.8 | a big driver of this week's action. |
| 0:36.8 | Let's bring in Roryo Driscoll of Scale Venture Partners and Bradley Tusk of Tusk Ventures |
| 0:41.6 | to break down what we heard this week and what to expect next week. |
| 0:45.5 | Rory, thanks for being on set with me today. |
| 0:47.5 | Glad to hear. |
| 0:48.5 | I'm going to start with you. |
| 0:49.8 | We heard so many beats this week, Microsoft, Google, Intel, Meta. |
| 0:53.8 | Do this boat well for next week? |
| 0:55.0 | Do you think these things are connected with what we might hear from Amazon and Apple? |
| 0:58.4 | I think so, but perhaps in a different way. |
| 1:00.8 | I think what was interesting about this week is the talk was all in advance about AI. |
| 1:06.3 | The hope was all about revenue growth and the cold reality is everyone cut costs and |
| 1:10.5 | made their EPS, right? |
| 1:12.2 | It wasn't a great revenue growth. |
... |
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