By Yahoo Finance Video
Publication Date: 2026-08-10 14:32:00
00:00 Speaker A
Tom, I got some, I saw your notes. You seem to like the hyperscalers here. Uh, do you like all of them or do you rotate in these later weeks of the summer months to a name like Microsoft, which really was the standout from the whole Mag7 space for earnings?
00:20 Tom
So, I do like the hyperscalers, but I like the ones with the best cloud businesses. So really it’s not even so much that I love the hyperscalers, it’s that I love cloud right now because I think the cloud capacity is could be number uh number for first of all, the next bottleneck that has to be resolved in this AI day to build out after semiconductors and memory. And also it it provides an opportunity to generate revenue right now. So if I had to rank them in order, it would probably be Amazon, or excuse me, Google, Amazon and then Microsoft. The reason Microsoft is last is because I do think they have some risk on their office suite given, you know, some of the the AI software…
