Some of the biggest names in tech including Microsoft (MSFT), Meta (META), and Advanced Micro Devices (AMD), reported earnings this past week. Yahoo Finance spoke with industry experts to analyze the tech market’s ups and downs.
(00:00:17) Luke Stone, Winthrop Capital Management Portfolio Manager, speaking on the “Magnificent Seven” stocks said, “The Magnificent 7 stocks… [are] getting ahead of their skis on valuation.”
(00:05:08) Brent Bracelin, Piper Sandler Equity Research Analyst, when discussing Microsoft’s (MSFT) earnings results, explained that “there was some macro weakness… that pressured the pace of consumption.”
(00:12:43) Josh Beck, Raymond James Managing Director, spoke on Meta’s (META) results stating, “I think more of this disciplined investment philosophy is really a positive takeaway.”
(00:19:49) Yahoo Finance’s Dan Howley notes that investors are asking Microsoft (MSFT), “when are you going to start making some money on all of this investment that you’ve been doing on this AI infrastructure?”
For more expert insight and the latest market action, click here.
This post was written by Neil Mulcahy.
