MSFT "All About Azure," META Spending "Very Aggressively" on A.I.
Schwab Network · Schwab Network
Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Microsoft (MSFT) and Meta Platforms (META) both report earnings on Wednesday, and Angelo Zino offers in-depth coverage on both Mag 7 companies. For Microsoft, he says its report will be "all about Azure," as he expects the company to become one of the group's new leaders in a reversal from 2024's lagging performance. Angelo will watch capex spending on Meta Platforms (META) closely after its "aggressive" A.I. spending push. He later talks about why he's "afraid" of Apple's (AAPL) earnings this quarter. Tom White turns to example options trades for Microsoft and Meta.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about