Daniel Rubino on MSFT "Great Positioning," AAPL on AI Sidelines & META Big Bet

So for some more insight on just expectations into these reports and I'd like to welcome in Daniel Rabbino, editor and chief of Windows Central. Daniel, always appreciate you joining us, especially as we're on the heels of so many news catalysts for big tech as well as just the overall market, but wanted to start off your your thoughts here on Microsoft, of course, the the earnings before Apple. How crucial is AI momentum for this earnings event and really what will you be watching to gauge the real-time mo ...