Meta and Microsoft showing they can make money in the age of AI, says Jefferies Brent Thill

up 10% in after hours trading John. >> Quite a move Julia Boorstin thank you. We're going to now get more on these Microsoft and Meta reports with Brant thill Jefferies.Ray Wong of Constellation research. Guys welcome Ray. Investors might be surprised to see meta up 10% Microsoft up seven.The reactions in overtime to these results have been muted up to this point. How significant are these results then. Were people you think just expecting something more muted.>> You know everyone had written off the mag se ...