“It seemed kind of like Google was taking market share from everybody and they could catch up to the market share of Azure if they keep on that trajectory”
Microsoft says cash will keep flowing from AI, shares rise
“Visa’s quarter tells a pretty simple story: people kept spending, and spending more than Wall Street expected”
Visa tops profit estimates on resilient spending, World Cup travel
“It (the company) left its full-year EPS target unchanged, signaling to investors that driving higher top-line growth is requiring more expense burn and won’t immediately flow through to bottom-line profits”
AmEx’s steady profit outlook clouds revenue forecast boost; shares fall
“While Google is missing the boat on AI coding and that’s a very real growing concern … Google’s strategy is all about the ecosystem”
Alphabet’s Gemini delay, spending worries loom over earnings