Trending Assets
Top investors this month
Trending Assets
Top investors this month
Very impressive set of results by $MSFT, especially in light of substantial layoffs which are a direct headwind given the reduction of the need for seats, licenses per headcount, etc.

Also impressed with $GOOGL relative resilience in light of the cuts on ad spending, handbrake on headcount growth and Cloud becoming EBIT profitable for the first time. Very much appreciated.

$V too posted great results and so I expect $MA to do the same on Thursday.

Rihard Jarc's avatar
OpenAI lifting $MSFT and it's Azure unit it seems vs peers. $GOOGL should do more in the layoff department and start pushing out their PaLM models the market needs it before it's too late.
Related
Already have an account?