Google Stock Falls 10% — Microsoft Earnings Tell Another Story
Ürünler eklenemedi
Sepete ekleme başarısız oldu.
İstek Listesine ekleme başarısız oldu.
İstek listesinden kaldırma başarısız oldu.
Kütüphaneye ekleme başarısız oldu
Podcast takip edilemedi
Podcast takibi bırakma başarısız oldu.
Google Stock Falls 10% — Microsoft Earnings Tell Another Story
-
Seslendiren:
-
Yazan:
https://www.whatthechiphappened.com
Is the AI spending boom approaching a turning point? Oracle (ORCL) expects capital expenditures to peak in fiscal 2027–2028 before declining in fiscal 2029. Meanwhile, Microsoft (MSFT) reported 48% Azure growth, and Alphabet (GOOGL) delivered 103% Google Cloud revenue growth. We examine why these numbers are bullish for AI infrastructure, what slowing CapEx could mean for Nvidia and semiconductor stocks, and why a decline in spending doesn't necessarily mean fewer chips.
DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
0:00 Market overview and intro
0:35 Google earnings analysis
4:49 Microsoft performance update
8:56 Oracle outlook and strategy