R 'Ray' Wang on Microsoft, Meta reports: 'Tale of two earnings'

Constellation Research CEO R 'Ray Wang' analyzes Microsoft and Meta's Q2 earnings reports on 'Mornings with Maria.'

Maria Bartiromo and Constellation Research CEO Ray Wang analyze Q2 Big Tech earnings, highlighting differing outcomes in AI investment. Microsoft reported a double beat with significant cloud growth, while Meta Platforms experienced a stock dip due to investor concerns over high AI spending and weak cash flow. Wang noted the 'tale of two earnings' regarding AI.