Meta, Alphabet, and Microsoft earnings will be all about AI and whether one of them deserves to be on the ‘wall of worry’
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The earnings calls of Meta, Alphabet, and Microsoft will focus on AI. OpenAI's ChatGPT has sparked interest in AI, with executives mentioning it nearly 200 times in each earnings cycle since its debut in November 2022. Microsoft's Azure is the star of its AI portfolio, offering a suite of AI tools to businesses. Google's revenue comes from search and related services, which could be replaced by AI from other companies. Meta is using AI to improve its social media algorithms and generate more revenue from advertising. Analysts expect AI to be the central theme in earnings calls for the first three months of 2024.



https://fortune.com/2024/04/24/meta-alphabet-microsoft-google-earnings-ai-artificial-intelligence-2024/