Josh Brown, CEO, Ritholtz Wealth Management

This is the best day for MSFT stock since last Nov. 11 when it came off the bottom. The difference with today is that MSFT was already climbing going into yesterday's report. Now, the stakes are so high that it will be hard for MSFT to keep surprising to the upside. It's trading on a 20x on EV to EBITDA, within the three-year median, but above the 5-10-year average. Can MSFT keep delivering upside beats? Don't enter this stock today, but wait for a lower price. Kudos to long-term shareholders of which he is not one. Today is a spectacular move for a megacap. That said, we're going to have an AI bubble later this year. Money managers consider MSFT the safe way to play AI.

The Google cloud will likely outgrow Microsoft's because the latter's is mature. Google has room to grow. If OpenAI becomes a force, then Alphabet's internet search will be threatened, but data doesn't signal this happening now. Reaction to their earnings today sucks. The CEO soft-pedaled AI, a mistake. Now, they must catch up by using Deep Mind and Google Brain more, by incorporating those two into the entire Google suite of apps and software like Gmail. They must do this, but are hesitant to really dive into AI. This is reflected in the share price. However, internet search revenues remain solid. They've saved money through layoffs, but that won't be reflected until the next quarter.

They report this week. He's long this name, but worried more about this than Meta. Laying off 20,000 workers among 1.5 million doesn't compare to Meta's cutbacks. Amazon has not performed like Microsoft; it's far below its high.

Either the FIDC steps in or FRC becomes a zombie bank. Even if it survives as a zombie, FRC will pay so much interest that there won't be profits.

Their woes are not unique and effect all financials, which all face 5% interest rates and investors seeking yield beyond these stocks.

No matter what happens, tech giants will continue to buy from Nvidia.

Boeing is the second-largest holding in this ETF. Today's announcement won't have a major impact. Use this dip to buy or enter. They just announced production delays.

Up 80% YTD and the valuation is stretched. The price has far outrun any change in fundamentals. Take profits. The share price rise reflects the outlook 5-10 years ahead.

Bought it because he expects gold to break-out. He could be wrong. He doesn't buy many commodities. This business is managed well.