Instant Reaction: Microsoft, AMD Earnings

Dan Morgan, Senior Portfolio Manager at Synovus Trust, and Ed Ludlow, co-host of Bloomberg Technology, dish on the recent earnings from Microsoft and AMD. They dive into Microsoft's struggles with AI investments and disappointing cloud revenue, sparking concerns about future growth. Meanwhile, AMD shines with a positive outlook. The duo also explores how Microsoft's CoPilot is impacting productivity and AI's transformative role in customer service, raising critical questions about the effectiveness of these tech strategies.