Prof G Markets
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
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Show notes
Ed Elson is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors. Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision. Finally, Ed shares his take on Microsoft’s voluntary buyout program.
Gil Luria is the Head of Technology Research at D.A. Davidson. Michael Gapen is the Chief U.S. economist at Morgan Stanley.
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