Gil Luria retweeted
Microsoft's Azure growth accelerated from 43% to 48% on a $120 billion plus business. Gil Luria (@gilluria) tells Ed Elson (@edels0n) why investors are rewarding Microsoft over Amazon, Google and Meta.
"And importantly, is a company that still has positive cash flow. Can't say that about Amazon, Google, and Meta... They're all spending a lot, but Microsoft's doing it a little bit more responsibly."
This is from yesterday's episode: 'Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech'.
nitter.gq/a/status/2115776…
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Ed Elson (@edels0n) is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors.
Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision.
Finally, Ed shares his take on Microsoft’s voluntary buyout program.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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Gil Luria retweeted
What happens when investors stop funding the AI buildout? Gil Luria (@gilluria) tells Ed Elson (@edels0n) Big Tech will be fine, it's everyone else you have to worry about.
"Capital is finite... Microsoft's gonna be fine. They don't need capital. Amazon, Google, Meta, still investment grade. Can probably raise as much as they want to a point. It's everybody else that you have to worry about."
This is from today's episode: 'Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech'.
nitter.gq/a/status/2115776…
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Ed Elson (@edels0n) is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors.
Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision.
Finally, Ed shares his take on Microsoft’s voluntary buyout program.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
Gil Luria retweeted
Google's revenue is up 25%, but the stock fell 9% after hours, wiping out more than $300 billion in market cap. Gil Luria (@gilluria) tells Ed Elson (@edels0n) the problem isn't the cloud business, it's search.
"We have long been worried that that business would be negatively impacted by AI. And it is Google search that was the big weakness. If people stop Googling and start GPTing, that means less ad sales."
This is from today's episode: 'Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech'.
nitter.gq/a/status/2115776…
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Ed Elson (@edels0n) is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors.
Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision.
Finally, Ed shares his take on Microsoft’s voluntary buyout program.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
Gil Luria retweeted
"This is the quarter that we feared," says D.A. Davidson's Gil Luria after Alphabet's disappointing earnings & search revenue. "All of a sudden, the change in behavior to AI is ruining this goose that lays the golden egg for Google." cnb.cx/48qGwNu
Gil Luria retweeted
D.A. Davidson's Gil Luria says Alphabet should break itself up
"It's very hard to sell a chatbot an ad"
"Are you suggesting they break up the company?" "I am, and I have been"
"You could get a Google Cloud business that trades at a 30, 40 times multiple instead of being dragged down to the 18 times multiple"
Google Cloud revenue more than doubled to $30.7B, but free cash flow went negative and the stock is down about 10% $GOOGL
The market is pricing Alphabet like a search company while its fastest growing business sits inside it
via @CNBC, featuring @gilluria
Gil Luria retweeted
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Ed Elson (@edels0n) is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors.
Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision.
Finally, Ed shares his take on Microsoft’s voluntary buyout program.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
Gil Luria retweeted
Gil Luria (@gilluria) is the Head of Technology Research at D.A. Davidson. Michael Gapen is the Chief U.S. economist at Morgan Stanley.
🔗's 2/2:
Apple: links.profgmedia.com/48IKZvK
Spotify: links.profgmedia.com/4tiKqjI
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Gil Luria retweeted
"They're very attractively valued on accelerating revenue with stable-to-improving margins."
@gilluria, @DADavidsonCo head of tech research, looks ahead to the upcoming wave of hyperscaler earnings – here's why he has a "slight preference" for $MSFT:
cnbc.com/video/2026/10/28/d-…
Gil Luria retweeted
Broadcom's $63 billion financing arrangement tied to Anthropic raises a bigger question.
Is the AI boom becoming too dependent on debt?
"Using debt to finance speculative investments. Never a good idea. That's how you get in trouble. That's why everybody's warning about a bubble." — @gilluria, Head of Technology Research at D.A. Davidson
Gil Luria retweeted
.@gilluria wants to see how $META's ad business is doing and metrics around Muse, from downloads and monetization to its product roadmap, when it reports earnings after the closing bell.
He shares the importance of its CapEx guidance and the key catalysts to watch with @NPetallides.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Gil Luria retweeted
Where is the AI bubble? Answer: Right in front of you.
The two biggest names in AI are also the most overvalued. OpenAI and Anthropic plan to go public at a combined $3.4 trillion.
I’d be fine with this if the AI labs were bringing in hundreds of billions of dollars per year, but they’re not. Quite the reverse: they’re losing billions of dollars per year.
We don’t have an AI bubble — we have an AI startup bubble. I explain below.
Gil Luria retweeted
"Anthropic will end up being a very speculative investment," says D.A. Davidson's Gil Luria. cnb.cx/4zHUPcl
Gil Luria retweeted
ANTHROPIC'S SLOWING REVENUE GROWTH DOES NOT SIGNAL WEAKER AI DEMAND
D.A. Davidson analysts Gil Luria and Turner Dischinger say Anthropic's slowing revenue growth should not be interpreted as a broader AI demand slowdown.
They point to growing competition from OpenAI and open-weight AI models, as businesses diversify their AI spending.
The key takeaway: Overall AI investment remains on a strong upward trajectory, supporting continued demand for computing power and data center construction.
Source: D.A. Davidson
Gil Luria retweeted
Is AI a bubble? Gil Luria (@gilluria) of D.A. Davidson tells Ed Elson (@edels0n) he's taking the other side.
"Combining their revenue run rate with OpenAI's revenue run rate, we're gonna be well in excess of $100 billion. That number a year ago was maybe $10 billion and a year before that it was zero."
This is from today's episode: 'Elon Musk Spent $366M On The Midterms — Will It Work?'.
nitter.gq/ProfGMarkets/status/21…
Elon Musk Spent $366M On The Midterms — Will It Work?
Ed Elson (@edels0n) is joined by Bradley Tusk to break down how Elon Musk is funding the midterms, whether that investment will pay off, and how he sees the elections playing out.
Then, Gil Luria joins to unpack the sell-off in chip stocks and what he makes of valuations in the sector.
Finally, Ed shares his take on Kimberly Guilfoyle’s resignation.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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Gil Luria retweeted
$ASML earnings were excellent for the AI trade, says D.A. Davison's @gilluria.
He points to commentary from the CEO that the company is struggling to meet demand as a bullish sign for the AI buildout.
As for the stock's downside trading action, Gil attributes it to "bad luck" on a day where CPI came in hot.
@StevenDickens3 calls ASML a "classic picks and shovels play" and says its lithography business offers plenty of strength for its outlook.
He sees hyperscaler earnings from $MSFT, $GOOGL, $META, and $AMZN as tech's next big test.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Gil Luria retweeted
Bradley Tusk (@bradleytusk) is a venture capitalist, political strategist, and writer. Gil Luria (@gilluria) is the Head of Technology Research at D.A. Davidson.
🔗's 2/2:
Apple: links.profgmedia.com/48IKZvK
Spotify: links.profgmedia.com/4tiKqjI
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Gil Luria retweeted
"Making Money with Charles Payne"
Fox Business
2 PM
@aadilhzaman
@gilluria
@DowdEdward
@LauraMartin_stk
Please Tune In
Gil Luria retweeted
"We almost feel an urgency to create awareness that being underweight here is almost a risk."
@gilluria, @DADavidsonCo head of tech research, explains why he just raised his price target on $MU to $3,000:
cnbc.com/video/2026/10/08/he…
