U.S. Federal Reserve Chairman Jerome Powell bifurcated the stock market yesterday when he delivered a 0.25% rate cut that the market was expecting and then, unexpectedly, said he did not believe that the AI sector was in a bubble akin to the dotcom boom of 2000.

Earnings fell significantly below Wall Street’s expectations, though Meta said it would have exceeded projections before the tax charge.

Microsoft, Google, and Meta are pouring billions into AI data centers and cloud systems. Analysts warn of a growing AI bubble as spending soars.

Microsoft (MSFT), and Alphabet (GOOG, GOOGL) reported earnings results on Wednesday, to be followed by Amazon (AMZN) and Apple (AAPL) on Thursday after the closing bell. Yahoo Finance Executive Editor Brian Sozzi and Yahoo Finance Technology Editor Dan Howley join Morning Brief host Julie Hyman to discuss Microsoft's earnings call,

Stocks traded mostly to the downside Thursday with shares of companies in the tech sector leading declines as Meta Platforms and Microsoft fell following the release of their quarterly earnings.These stocks were moving Thursday:Meta Platforms missed analysts’ third-quarter earnings expectations and the stock declined 10%.

The stock market keeps hitting highs as Nvidia surges toward a $5 trillion valuation. Microsoft, Google, Meta and the Fed loom.

Gary Black names Nvidia, Alphabet, Meta & Microsoft 'big winners' with rising earnings revisions as the Mag 7 reports earnings this week.

Meta Platforms, Inc. (NASDAQ: META) is one of the stocks on Jim Cramer’s radar recently. A caller’s top five holdings were Meta, Microsoft, Walmart, Valero, and AbbVie, and they asked if their portfolio is diversified or not. In response, Cramer said: