US Sector Comments Advertising is a canary in a coal mine, but Meta is telling a different story: Cory Johnson
Cory Johnson, money manager and host of The Drill Down podcast, joins BNN Bloomberg's Jon Erlichman to cover two major themes coming out of tech week: advertising revenue and cloud business growth. On the advertising side, Johnson says Meta had better revenue in Q4 than they did before Apple made policy changes on app tracking, and that points to Meta having found a workaround to those restrictions. He also says companies like AMD are seeing substantial increases in cloud revenue as traditional PC sales decline.
https://www.bnnbloomberg.ca/video/advertising-is-a-canary-in-a-coal-mine-but-meta-is-telling-a-different-story-cory-johnson~2622196