Zino: Watch Mag 7 A.I. Spend inZino: Watch Mag 7 A.I. Spend in Earnings, MSFT Best Long-Term Outlook Earnings, MSFT Best Long-Term Outlook
Schwab Network · Schwab Network
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Show Notes
Five of the Mag 7 companies report earnings this week, and Angelo Zino takes investors through everything they need to know when it comes to analyzing the prints. His biggest point for investors: watch how these companies manage spending on A.I. As long as demand for A.I. continues to accelerate, Angelo believes spending can as well. He makes the case that Microsoft (MSFT) is the best-positioned of the mega caps while noting some caution in Apple (AAPL) and Meta Platforms (META).
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