Microsoft (MSFT), Meta Platforms (Meta) reported “Home Run” Results: Recent Comments by Dan Ives

Microsoft (MSFT) and Meta Platforms (META) given yesterday results from “Casa at home”, as the AI ​​revolution has not been reduced by Trump Administration’s rates, Dan Ives, CEO and Wedbush Securities Higher Capital Research Analyst in CNBC.

IVES covers technological stocks.

The technology is willing to the comeback, indicates Ives

“Technological trade changes later (the) results (Meta and MSFT), said Ives. Companies are” moving forward at full speed “over technology, while large cloud players are in some aspects that are accelerated, Ives reported.

“Big Tech is feeding” the AI ​​Revolution, and “Big Tech is really maintaining,” he said.

MSFT and Amzn’s Aws Azure IVES comments

Ives pointed out the growth of the first quarter of Azure, Microsoft (MSFT). “Many thought” that the expansion of the top line of the unit would be below the average estimate, according to Ives.

Following the rhythm of azure, Ives believes AWS, the Amazon Cloud Infrastructure Unit (AMZN), will deliver “strong” numbers.

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