BLOOMBERG Bloomberg Markets Balance Of Power July 12, 2024
The cloud numbers disappointed, if you can believe it they disappointed with 47 yearoveryear growth. Growth is slowing so investors want it perfect. Twitter is popping sharply higher. Up 8. 5 . There ad revenue number slid but what impressed investors is daily user growth, record for the second time in a row, up 34 in the june quarter after growing 24 in the march quarter , telling you that folks in the pandemic want news and entertainment. David fascinating. You mentioned earnings in the tech sector. Lets expand it broader. We are well into the earnings season. You think the markets are encou...