Microsoft (MSFT) and Google (GOOG) are two of the biggest names in the technology industry, and both companies recently reported strong earnings beats. So, what's next for these tech giants?
For MSFT, the next step is likely to focus on continued growth and innovation. The company's earnings report showed that its cloud computing and personal computing divisions had strong sales, which is a good sign for the company's future prospects. Additionally, MSFT recently announced plans to acquire Nuance Communications, a speech recognition and artificial intelligence company, which could further bolster the company's offerings.
As for GOOG, the company's earnings report showed revenue growth for its search and cloud divisions, as well as strong growth in its YouTube ad revenue. However, the report also showed a decline in Google Cloud's operating losses, which means the company needs to focus on improving profitability in that area. Additionally, GOOG has been investing heavily in other areas, such as artificial intelligence and self-driving cars, and it's likely that the company will continue to explore new avenues for growth and innovation.
Overall, MSFT and GOOG are two companies that are well-positioned for future success. However, in the ever-changing world of technology, it's important for both companies to stay ahead of the curve and continue to innovate to remain competitive in a rapidly evolving industry.
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META is so strong it might not happen. Just like the $153 gap from Feb 1st earnings never got filled.
META/FB lifetime high was $380 ish
Google cloud took a bite out of Microsoft cloud. we gained 28%. they lost. Google will rule.
Google will be > 400 by 2030
Meta is still extremely undervalued