We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth. 

Meta raises revenue by 33% through AI advertising, and Microsoft reports a 40% increase in Azure. We also discuss innovative AI projects like Anthropic’s transaction trial and 11 Labs’ music licensing.

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TIMESTAMPS

0:00 Earnings in Tech History
3:41 Google
6:22 Amazon
10:15 Cash Flow
14:47 Meta
18:16 Microsoft
22:22 Apple
26:07 Anthropic Project Deal
28:06 Cursor's AI Agent Harness
30:06 Eleven Labs
38:16 Closing

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
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