Episode Details

Tech giants Microsoft, Meta, and Alphabet face sharp stock drops due to AI infrastructure costs and geopolitical tensions. Despite strong gains in recent years, investors are reassessing the expenses. Recent earnings reports show mixed results: Microsofts Azure growth lags, Metas earnings growth slows, and Alphabet stands out with robust cloud growth and profitability. All three plan significant capital spending next year, but Alphabets resilience makes it a standout amidst the dip.

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