AI Stock plays: Why this analyst likes Microsoft over Meta

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  • Опубликовано: 7 июн 2024
  • Big tech companies are all about AI this earnings season. Meta Platforms (META) and Microsoft (MSFT) have spent a lot of money on ramping up their AI offerings, but only one has a stock you may want to consider for your portfolio, according to Visible Alpha Head of TMT Research Melissa Otto.
    In the latest Good Buy or Goodbye, Otto explains that Microsoft benefits from both a strong demand and a strong outlook for its Azure business. She also likes that it has a lot of potential growth from AI.
    Otto is less of a fan of Meta. She argues that its higher expense guidance "suggests that the 'year of efficiency' is potentially over." So why is Mircosoft's spending on AI good, while Meta's spending is a concern? Otto says there are two reasons: Meta's expenses have ramped up more than expected and that there is a lack of visibility surrounding those expenses.
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Комментарии • 9

  • @kortneyrawhouser6881
    @kortneyrawhouser6881 Месяц назад +5

    Which is the better buy for somebody who wants to start investing in stocks for not so long term gains

    • @emersonstagnitta65
      @emersonstagnitta65 Месяц назад +2

      I'd recommend you get yourself an FA if you're serious. They're not half as expensive as you might think and know the market better. Experimenting with RUclips based suggestions may not be the best for you. I know this from experience and as somebody who has made real money off stocks. Goodluck.

    • @_king_james_23
      @_king_james_23 Месяц назад

      hi, please what are the steps for getting one?? like a really good one

    • @emersonstagnitta65
      @emersonstagnitta65 Месяц назад +2

      You should start by looking out for those from known firms and good track records. You should also make sure the person is licensed. Personally, I use Kelly Matwick. She's good and you could also look her up.

    • @ANTHONY_BIiIy8143
      @ANTHONY_BIiIy8143 Месяц назад +1

      Dont start with Microsoft if dont want to play the long game.

    • @hildredscali1754
      @hildredscali1754 Месяц назад

      emersonstagnitta65 I met this pretty lady at a seminar a while ago. Small world right

  • @flkcskhssc
    @flkcskhssc Месяц назад +1

    Thanks to the reporter making this video more interesting

  • @pennkendo9162
    @pennkendo9162 10 дней назад

    Well you forgot selling of TikTok will Jack up Meta !!

  • @austinh3848
    @austinh3848 Месяц назад

    Those women speaking of the beginning of the video needs to turn her mic down a little bit she is way too loud and high-pitched nasally.