Winners and risks in Big Tech
17:13–18:56 · 103s
They rank the earnings: Alphabet as quarter’s winner but issuing cost warnings, Microsoft’s orders dip, Meta’s ad-reliant risk, and Amazon’s balanced strength—setting up 2027 as a margin stress test.
17:13–18:56 · 103s
They rank the earnings: Alphabet as quarter’s winner but issuing cost warnings, Microsoft’s orders dip, Meta’s ad-reliant risk, and Amazon’s balanced strength—setting up 2027 as a margin stress test.
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