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What Mag 7 Earnings Say About A.I. Strength & Outlook

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Manage episode 480128003 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Steven Dickens takes all of the Mag 7 earnings we've gotten so far and offers a wide perspective into the state of A.I. He points to Microsoft's (MSFT) Azure cloud as a highlight, showing software is here to stay. On Amazon (AMZN), he notes tariff uncertainty creating retail softness but labels its AWS platform as a "juggernaut."

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4461 episodes

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Manage episode 480128003 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Steven Dickens takes all of the Mag 7 earnings we've gotten so far and offers a wide perspective into the state of A.I. He points to Microsoft's (MSFT) Azure cloud as a highlight, showing software is here to stay. On Amazon (AMZN), he notes tariff uncertainty creating retail softness but labels its AWS platform as a "juggernaut."

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

4461 episodes

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