Google catching up with Meta pulled on shares following earnings, says D.A. Davidson's Gil Luria

Joining us now is Gil Lauria from DA Davidson. Gil, is this Meta thing really that bad. I mean, 8%, eight and a half seems like a lot to take off the top.Not at all. Meta reported a great quarter. In fact, all three of these mega caps reported fantastic quarters that tell us how well we're doing.If we're to distill the signal from the noise, I'll focus on four numbers. Microsoft Azure 39% from 37 last quarter. Google Cloud 34% growth on 32% last quarter.They grew ads 15% from 12% last quarter. Meta grew ads ...