The panel discusses Microsoft's disappointing earnings, focusing on the slowdown in Azure revenue growth and its implications for the stock's trajectory. Despite the negative guidance, some panelists see it as a buying opportunity due to its long-term potential and valuation.
Microsoft's cloud guidance disappointed investors, causing the stock to fall.
Panelists debate whether the dip presents a buying opportunity.
Concerns about Microsoft's AI spending and its impact on future growth are discussed.
The role of valuation in investment decisions is highlighted.
Scott Wapner and the Investment Committee debate the aftermath of Meta and Microsoft earnings and the look ahead for the market. Plus, the desk making some major portfolio moves, they reveal them all. And later, Josh Brown shares his best stocks in the market list.