Meta Gains on AI Optimism, Microsoft Slumps

The video discusses the role of deep seek in earnings calls, highlighting Microsoft's challenges with Azure's cloud growth and capacity issues. Meta's commitment to AI and open source models is emphasized, while Apple's anticipated results focus on iPhone sales and AI's impact. The discussion covers the tech giants' strategies in AI and cloud computing.

What strategy is Meta employing in relation to AI spending?

What are the anticipated results for Apple, and what factors are influencing these expectations?