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Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Where AI developments are showing up in Microsoft’s financials.

- The concerns over Alphabet’s ad segment, even as it posts a return to growth.

- How the market is grading big tech companies this earnings season.

(14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.

Companies discussed: MSFT, GOOG, GOOGL, TSLA

Host: Dylan Lewis

Guests: Asit Sharma, Chris Camillo, Sanmeet Deo

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

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