HomeTechA.I.MSFT 'All About Azure,' META Spending 'Very Aggressively' on A.I.

MSFT 'All About Azure,' META Spending 'Very Aggressively' on A.I.

Microsoft (MSFT) and Meta Platforms (META) both report earnings on Wednesday, and Angelo Zino offers in-depth coverage on both Mag 7 companies. For Microsoft, he says its report will be "all about Azure," as he expects the company to become one of the group's new leaders in a reversal from 2024's lagging performance. Angelo will watch capex spending on Meta Platforms (META) closely after its "aggressive" A.I. spending push. He later talks about why he's "afraid" of Apple's (AAPL) earnings this quarter. Tom White turns to example options trades for Microsoft and Meta.

Morning Trade Live

29 Jul 2025

SHARE

ON AIR
8:30 am
Market On Close
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
education
5:00 am
Liz Ann Live
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Market Overtime
REPLAY
8:00 am
Market Overtime
REPLAY
ON AIR
8:30 am
Market On Close
REPLAY
education
10:00 am
Schwab 2026 Outlook
REPLAY
11:00 am
Fast Market
REPLAY
12:00 pm
Next Gen Investing
REPLAY
education
1:00 pm
Liz Ann Live
REPLAY
1:30 pm
The Wrap
REPLAY
3:00 pm
Market Overtime
REPLAY
4:00 pm
Market Overtime
REPLAY
4:30 pm
Market On Close
REPLAY
education
6:00 pm
Schwab 2026 Outlook
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Next Gen Investing
REPLAY
education
9:00 pm
Liz Ann Live
REPLAY
9:30 pm
The Wrap
REPLAY
11:00 pm
Market Overtime
REPLAY

Schwab Network's Newsletters

Daily insights for every investor