Microsoft, Meta, AMD earnings: Big Tech takeaways

Microsoft (MSFT), Meta Platforms (META, and Advanced Micro Devices (AMD) recently revealed their latest quarterly earnings with Microsoft disappointing investors as it revealed its intelligent cloud segment missed expectations while AMD's chip sales boost its stock. In addition, Meta revealed massive CapEx towards AI development in the amount of $8.47 billion.
Yahoo Finance Tech Editor Dan Howley joins Asking For A Trend to break down Microsoft's, AMD's, and Meta's earnings, what the reports reveal about their tech, and the key takeaways investors need to keep in mind.
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[SirGenesis]

The results make sense. The chip makers are getting their money now. The chip users will make profits later.

NVDA next two models of chip sets are already sold and they’re not even out yet. Chip makers for the next 5 years. The AI users the 5 years following. Invest accordingly.

Meta is also right in the middle as an AI enabler offering open source platforms for businesses to build on. So safe place to put money for both sides of the race.