Breaking Down the Earnings From Microsoft and Intel

The video discusses the performance of stocks, particularly Microsoft and Intel, in relation to the PC market. It highlights Intel's competition in the data center space, especially from AMD, and its decision to boost its buyback program. The discussion also covers Microsoft's cash strategy, including the potential impact of tax reforms and the integration of LinkedIn into its business operations.

How has the outlook for PC performance changed according to the discussion?

What factors contributed to the strong performance of Microsoft and Intel in recent quarters?

What are the potential risks to Intel's gross margins mentioned in the text?

What implications does the buyback program by Intel have for its financial strategy?

What role does LinkedIn play in Microsoft's business strategy according to the discussion?

What are the expectations for AMD's impact on Intel's market share?

Who are the main competitors to Intel in the data center market as mentioned in the text?