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Daniel Ives, global head of technology research at Wedbush Securities, joined the show to break down the earnings results from Tesla and Microsoft.

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Now let's bring in Dan Eyes, Wedbush Securities global head of technology research, more on Tesla and Microsoft as we're still waiting for Meadows results metas late, but Dan Ives, Tesla is here and it's way off the lows here now down just 2% after missing on the top and bottom. Is it about these cheaper vehicles? Yeah, I think there's two key things here. 1, committing first half of the year that they're going to produce those. I think there was a lot of concern that they weren't this potentially could push out in 2026. They doubled down there. And then the other thing that's important in terms of cyber cab and autonomous, basically saying Robotaxi, you'll start to get parts later this year, full volume production 2026 that look 90% of the story right now, it's about AI, autonomous, cyber cat. What I believe is that next level obviously numbers itself a little sort of soft, but that's the key. And there's probably a stock that's going to be up tomorrow. Microsoft's also off the lows. What what matters here, particularly in the commentary this is. A's an earnings call where we get a lot more on guidance. Yeah, of course. And this is 1. You always really have to wait till till guidance. But 13 billion in terms of that AI trajectory, I mean, that's really what the streets focused on because this is something that's gonna be 2025, ultimately 30 billion. That's what's driving this Nadella and Microsoft story. And even though if you look at it, you know, you talk about currency, that could be a bit of a headwind. I think this is 1, Azure growth actually accelerates. I think the conference call is gonna be bullish. They doubled down on the 80 billion in terms of CapEx, especially this week, you know, hearing with deep sea and everything else. I think this is another one. I look at this numbers, I feel more bullish because that ultimate AI number, I mean that is that that's really the Lotto ticket right now if you own Microsoft.

Daniel Ives, graphic

Global Head of Technology Research at Wedbush Securities

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