Meta Beats. Microsoft Misses. Why Amazon Matters Most

Podcast: Dumb Money Live · Dumb Money

Opublikowano: 2026-01-30

Meta beat. Microsoft missed. The reactions were extreme. In this episode of Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand. With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward. Why Amazon earnings matter most right now.