Microsoft has to show evidence that Copilot is a money maker, says Harvest Portfolio's Paul Meeks

Paul Meeks, Harvest Portfolio Management co-CIO, joins 'Squawk Box' to discuss Alphabet and Microsoft's quarterly earnings results, whether tech investors should be wary of the macro environment, impact of AI, and more.

[@jgilbert42]

People will love chatbots with ads!

[@thomhodgson2721]

Co-Pilot keeps their products relevant, maintaining #1 is a moneymaker.

[@KrustyKlown]

I'm using Co-Pilot every day .. this dude hasn't a clue. That said, I do lean more toward investing in the hardware makers that Tech companies are spending Billions on (i.e. NVDA).

[@theodoreyang9539]

Not if you can't maintain the same profit margin.

[@ssuwandi3240]

Daily usages do not mean making money.. Did Excel make money?

[@thomhodgson2721]

@@ssuwandi3240 Yes, look into how enterprise licensing works for Windows and 365. They get paid per user quarterly..

[@brycesattler2301]

*Food Delivery in the City has to be the most fun job now with these market updates!* 🚚 🥑 🍞 🥪

[@njmarchett]

lol. AI not going to be a thing that can be monetized? Ok 😂😂😂

[@KrustyKlown]

Dude is like your grandfather in the 80's blabbering about that "Useless Internet"

[@Srednicki123]

"baked into stock price" this nonsense phrase, stock prices are the same but some news is now bake into it..

[@reggie2261]

Joe Blah Blah Blah endless blah blah