Kevin Green and Alex Coffey join Marley Kayden and Sam Vadas for an in-depth earnings breakdown from some of the biggest names on the Street. It was a mixed message from Microsoft (MSFT) as KG goes under the hood on the company's cloud business. Meanwhile, Meta Platforms (META) guided for capex spending in the year ahead between $115B-$135B which caught the attention of investors in the after-hours. The story from Tesla's (TSLA) report also pointed to infrastructure investments in the U.S. with additional plans to invest $2B to buy preferred shares of xAI. Shares of IBM Corp. (IBM) popped as its AI exposure helped drive it to a top & bottom line earnings beat. Alex notes IBM's full "billion dollar increase" in cash flow guidance will potentially help the company continue growth in the AI space.