AI Spending In Focus for Meta, Microsoft Earnings

Gil Luria of DA Davidson staying bullish on Microsoft going into the results and writing Microsoft will be the key earnings report of the entire season. CapEx guidance for fiscal twenty seven will determine the direction of the market. Gil joins us now for more.Gil, key question then. Why is this the key one. Why this one name.Why is it so important. For a couple of reasons. One, this is Microsoft's fiscal year end, so they're gonna guide for twelve months for a full year, and they'll give us some hard numb ...