Ed Elson

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We're back with Profiteer Markets.

Many of the world's most valuable companies reported strong earnings yesterday, but investors didn't seem too impressed.

Microsoft beat on the top and bottom lines with revenue up 18% year over year.

However, the stock slipped 2% after hours.

Amazon also topped expectations with stronger than expected cloud growth, but its shares fell around 1% after hours.

Meta posted a standout quarter with revenue surging 33% from a year ago.

But higher than expected, CapEx and disappointing user growth sent the stock down nearly 7% after hours.

Google was the exception.

Revenue beat estimates, cloud sales topped $20 billion, and the stock rose over 6%.

So lots to unpack here.

We're speaking with Gil Luria, Head of Technology Research at DA Davidson.

Gil, good to see you again.

Lots to get into here.

I mean, the thing that strikes me immediately is that these numbers, these growth numbers especially, are just mind-blowing.

I mean, Google, their cloud revenue is up 63%.

Microsoft Azure revenue up 40%.