00:00 Speaker A
What report do you think is really critical that has to come out here and be the tone setter out of all these names reporting.
00:07 Speaker B
Oh, well I I mean, I think all of them. Um, look, meta on CAPEX spending, um, Apple on the the fact that it hasn’t been the sort of AI player, but it has been, uh that stock has been accelerating because of the demand on iPhones. So, um, that is important as well. Uh I I think if you had to if I had to really say which one, maybe meta and also Microsoft as well.
00:46 Speaker A
Yeah, Microsoft, uh, likely a good quarter out of them. Uh Ally, a little bit concerned about Amazon, uh especially as it pertains to AWS. Of course, you had the outage, may not have helped that growth rate uh for Amazon or…more
Source finance.yahoo.com
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