Paul Meeks, Harvest Portfolio Management co-CIO, joins 'Squawk Box' to discuss Alphabet and Microsoft's quarterly earnings results, whether tech investors should be wary of the macro environment, impact of AI, and more.
КОМЕНТАРІ: 13
@jgilbert4210 днів тому
People will love chatbots with ads!
@thomhodgson272110 днів тому
Co-Pilot keeps their products relevant, maintaining #1 is a moneymaker.
@KrustyKlown10 днів тому
I'm using Co-Pilot every day .. this dude hasn't a clue. That said, I do lean more toward investing in the hardware makers that Tech companies are spending Billions on (i.e. NVDA).
@theodoreyang953910 днів тому
Not if you can't maintain the same profit margin.
@ssuwandi32408 днів тому
Daily usages do not mean making money.. Did Excel make money?
@thomhodgson27214 дні тому
@@ssuwandi3240 Yes, look into how enterprise licensing works for Windows and 365. They get paid per user quarterly..
@brycesattler230110 днів тому
*Food Delivery in the City has to be the most fun job now with these market updates!* 🚚 🥑 🍞 🥪
@njmarchett10 днів тому
lol. AI not going to be a thing that can be monetized? Ok 😂😂😂
@KrustyKlown10 днів тому
Dude is like your grandfather in the 80's blabbering about that "Useless Internet"
@Srednicki12310 днів тому
"baked into stock price" this nonsense phrase, stock prices are the same but some news is now bake into it..