Microsoft just got the market focused on business results again.
(00:21) Nick Sciple and Dylan Lewis discuss:
- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.
- Meta’s advertising present and AI future.
- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks.
(17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.
Companies discussed: MSFT, META, AAPL, AMZN, WBD
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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