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"Money in the Clouds:" AMZN, MSFT, GOOGL

"Money in the Clouds:" AMZN, MSFT, GOOGL

Schwab Network · Schwab Network

July 31, 20258m 16s

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Show Notes

Caleb Silver joins Nicole Petallides at the NYSE to discuss the megacap tech themes drawing investor focus in the current market. He adds his take on Microsoft (MSFT) after the Azure stock hit new all-time highs. Caleb compares the top A.I. and cloud computing companies before turning to what he calls "the most important metric" in big tech companies right now: revenue per employee, saying Nvidia (NVDA) employees average $3.62M.


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