Kevin Green and Alex Coffey join Marley Kayden and Sam Vadas for an in-depth earnings breakdown from some of the biggest names on scottie scheffler the Street. It was a mixed message from Microsoft (MSFT) as KG goes under the hood on the company's brett howden cloud business. Meanwhile, Meta Platforms (META) guided for capex spending in the year ahead between $115B-$135B which caught the attention of investors in the after-hours. The story from Tesla's (TSLA) report also pointed to infrastructure investments in the U.S. with additional plans to invest $2B to buy preferred shares of xAI. Shares of IBM Corp. (IBM) popped as its AI exposure helped drive it to a top & bottom line earnings beat. Alex notes IBM's full "billion dollar increase" in cash flow guidance will potentially help the company continue growth in the AI space.
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