MB218: Alphabet, Microsoft & McDonalds - Will Their Earnings Please Investors?

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In this episode, the hosts discuss the latest earnings reports from major companies, focusing on Alphabet, Microsoft, and McDonald's. They analyse Alphabet's strong performance in cloud revenue and its competitive position in AI, Microsoft's expectations for growth in its Azure business, and the challenges faced by McDonald's due to an E. coli outbreak and its impact on earnings. The conversation highlights the importance of adapting to market trends and the implications for investors.