Piper Sandler chief investment strategist, Michael Kantrowitz, sits down with Yahoo Finance Breaking Business News Reporter Jake Conley to share his thoughts on the latest round of tech earnings. Video Transcript 00:00 Speaker A Michael, let's go back to some of those Mag 7 earnings we got last week. One of the stories we saw play out with these companies is that while their AI businesses actually really did well, AWS at Amazon, Google Cloud at Alphabet, the so-called core businesses, you know, that's e-commerce at Amazon, that's search at Google, suffered and investors got a bit spooked for that. How do we define a good quarter now for these companies?
We show the main point publicly. Create a free account to continue reading the full article, save it, discuss it, and connect it with market and OSINT context.