Shweta Khajuria calls Alphabet's (GOOGL) cloud revenue a "big surprise" that shows the company's A.I. strength. She leaned positive heading into the tech giant's earnings report but makes the case for bears to reemerge on the stock. As for Meta Platforms (META), Shweta believes revenue growth and capex will become the key indicators for the company's outlook.
Morning Trade Live
30 Oct 2024
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