Microsoft missed earnings by inches but is still ahead in AI race, says Jefferies' Brent Thill

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  • čas přidán 8. 09. 2024
  • Brent Thill, Jefferies analyst, joins 'Squawk on the Street' to discuss Microsoft's quarterly earnings results, the analyst's expectations for the company's capital expenditures, and what Microsoft's spending means for the rest of Thill's coverage universe.

Komentáře • 70

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    @jacnelson3423 Před měsícem +526

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    @nickjee Před měsícem +171

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    @SirBenjamin-oq1wd Před měsícem +221

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      @Elizabeth-mh2dj Před měsícem

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      @Cinthia-gk3ip Před měsícem

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  • @Oro-Blanco
    @Oro-Blanco Před měsícem +7

    15% yoy rev growth at ~65B this Q, w/ 43% operating margin, this stock is a buy whenever on sale

  • @otherZinc
    @otherZinc Před měsícem +7

    Microsoft didn’t "Miss Earnings"

  • @RamseyWilliamson
    @RamseyWilliamson Před měsícem +46

    I'm interested in investing, but I'm not sure where to start. Do you have any advice or contacts who can help me out?

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      @HarryStiles-k1k Před měsícem

      Investing can be complex, so it's smart to get professional guidance when building your financial portfolio.

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    @dy47287 Před měsícem +2

    This is Wall Street.Short term mindset

  • @Motovision88
    @Motovision88 Před měsícem +1

    Smart man, AI is definitely going to be the future and MSFT is at the forefront.

  • @BrandonRichards21
    @BrandonRichards21 Před měsícem +2

    AI stocks are set to dominate in 2024. I prefer NVIDIA because it is well-positioned to sustain long-term growth potential and offers a platform for other AI companies. I know someone who has seen returns of over 200% from NVIDIA. I'm also open to any other recommendations you may have.

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      @Jonathancolter7100 Před měsícem

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      @Jamesrobert627 Před měsícem

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      @alia1824 Před měsícem

      I think dogecoin is the way to go

  • @xingxing85
    @xingxing85 Před měsícem

    It’s not about them missing earnings it’s that their azure outage and the admittance of a DDOS Attack goes to show how vulnerable and insecure their azure cloud is

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    @NickyThomas-di1xo Před měsícem

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    @loganwells9950 Před měsícem

    Guess this guy never heard of Palantir

  • @joellamas184
    @joellamas184 Před měsícem +1

    Microsoft beat earnings….

  • @dennisw8026
    @dennisw8026 Před měsícem

    Inches only count in horseshoes and hand grenades

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    @FoundingFathersUSA Před měsícem

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