Ahead of Microsoft (MSFT) and Meta Platforms (META) earnings, Jason Ware considers MSFT a stable company but faces challenges with its OpenAI partnership. He also considers Meta a "pure play" in digital advertising, saying its report can shape guidance for other companies. Skyler Weinand expects another "blowout quarter" for both Big Tech names but admits guidance may paint a mixed picture.
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30 Apr 2025
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