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

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  • Опубликовано: 19 окт 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.

Комментарии • 64

  • @jacnelson3423
    @jacnelson3423 2 месяца назад +522

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    • @jacnelson3423
      @jacnelson3423 2 месяца назад +1

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    • @alfredjones3984
      @alfredjones3984 2 месяца назад

      Trading systems allow you to limit the factor of emotional influence on decision-making, as well as to give the trade a certain degree of systemic character.

  • @nickjee
    @nickjee 2 месяца назад +171

    Great video, I have a quick question. I am an aspiring trader, I am looking study some traders and earn off their expertise rather than investing myself and lose money emotionally. What's your take on copy trading? Do people really make money? Just looking for some reassurance

    • @emilyclark-m2g
      @emilyclark-m2g 2 месяца назад

      Focus on long term investments in property, stocks, and bonds. Avoid copying, daytrading and 'chart astrology'. Diversify across different geographies, industries, and value chain stages - to reduce your risk. You can do this with ETFs, or by selecting different stocks yourself. This is the best way to invest for more than 90% of people

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  • @otherZinc
    @otherZinc 2 месяца назад +7

    Microsoft didn’t "Miss Earnings"

  • @RamseyWilliamson
    @RamseyWilliamson 2 месяца назад +45

    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?

    • @HarryStiles-k1k
      @HarryStiles-k1k 2 месяца назад

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

    • @DamonFrancis-e7n
      @DamonFrancis-e7n 2 месяца назад

      It's a great idea to have a conversation with financial advisors like Naomi Dean to reshape your portfolio.

    • @CelineWilberforce
      @CelineWilberforce 2 месяца назад

      I spread out my $25k portfolio across various markets to diversify my investments.

    • @EmmanuelleFranklin
      @EmmanuelleFranklin 2 месяца назад

      That's awesome! I ended up making a net profit of about $115k by investing in high dividend yield stocks, ETFs, and equity.

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      @BrandonPalmer-h1g 2 месяца назад

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  • @Oro-Blanco
    @Oro-Blanco 2 месяца назад +7

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

  • @dy47287
    @dy47287 2 месяца назад +2

    This is Wall Street.Short term mindset

  • @Motovision88
    @Motovision88 2 месяца назад +1

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

  • @xingxing85
    @xingxing85 2 месяца назад

    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

  • @BrandonRichards21
    @BrandonRichards21 2 месяца назад +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.

    • @Jonathancolter7100
      @Jonathancolter7100 2 месяца назад

      I believe the next major breakthrough will be in A.I. For sustained growth similar to META, it's crucial to avoid making impulsive decisions based on short-term market fluctuations. Instead, prioritize patience and maintain a long-term perspective. Consider seeking financial advisory services to make informed buying and selling decisions.

    • @Jamesrobert627
      @Jamesrobert627 2 месяца назад

      @@Jonathancolter7100 In a similar situation, I sought advice from a financial advisor. By restructuring my portfolio and diversifying with good ETFs, the S&P 500, and growth stocks, I was able to grow my portfolio from $200,000 to over $800,000 in just a few years.

    • @EdmundEthan093
      @EdmundEthan093 2 месяца назад

      @@Jamesrobert627 Your advisor must be really good, I hope it's okay to inquire if you're still collaborating with the same advisor and how I can get in touch with them?

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      @Jamesrobert627 2 месяца назад

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    • @alia1824
      @alia1824 2 месяца назад

      I think dogecoin is the way to go

  • @loganwells9950
    @loganwells9950 2 месяца назад

    Guess this guy never heard of Palantir

  • @joellamas184
    @joellamas184 2 месяца назад +1

    Microsoft beat earnings….

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    @NickyThomas-di1xo 2 месяца назад

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  • @dennisw8026
    @dennisw8026 2 месяца назад

    Inches only count in horseshoes and hand grenades

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    @FoundingFathersUSA 2 месяца назад

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