By Yahoo Finance Video
Publication Date: 2026-02-04 11:00:00
00:00 Speaker A
Microsoft, Meta and and Apple put forth a mixed bag of results for investors, but Wall Street sending a strong message to tech giants that pressure is on to prove spending can power growth. Next up in the hot seat, we got Google, we got Amazon. Join me now to discuss all of it. City senior analyst, Ron Josie. Ron, it is good to see you. So, uh you cover Amazon and Alphabet, Ron. You also cover meta. They reported investors like what they had to say. Are there read throughs in that meta report on
00:41 Speaker A
to Alphabet?
00:43 Ron
You know, ye yes and no. Um, from an advertising perspective and a consumer and engagement perspective, I think the answer is absolutely yes. So, advertising was a big surprise, overall revenue growth was a big surprise for for meta, maybe not for 4Q. I think people were looking for that 24% growth, but the acceleration that the company reported for 1Q or expected to report for 1Q in their guidance up to…