Microsoft just got the market focused on business results again. 

(

- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.
-  Meta’s advertising present and AI future. 
- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. 

(

Companies discussed: MSFT, META, AAPL, AMZN, WBD

Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft just got the market focused on business results again. 
 
(00:21) Nick Sciple and Dylan Lewis discuss:
 
- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.
- Meta’s advertising present and AI future. 
- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. 
 
(17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.
 
Companies discussed: MSFT, META, AAPL, AMZN, WBD
 
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.

Taking the Market's Weight

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