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Episode 69 | Earnings Season Highlights from Alphabet, Microsoft, and Berkshire Hathaway
In Episode 69 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines earnings from Alphabet, Microsoft, and Berkshire Hathaway. He highlights Alphabet’s standout quarter, backed by strong advertising, rapid Google Cloud growth, and significant AI investment. Microsoft also reports impressive results with Azure’s continued momentum, substantial AI-driven CapEx, and a notable 27% stake in OpenAI under Satya Nadella’s strong leadership. Berkshire Hathaway, positioned as a “contra-AI trade,” spotlights their $380B cash pile, steady operating…
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