Investors are reacting differently to Microsoft and Meta earnings, but all hyperscalers are low-risk beneficiaries of AI growth despite cloud investment challen

Investors are reacting differently to Microsoft and Meta earnings, but all hyperscalers are low-risk beneficiaries of AI growth despite cloud investment challenges, fund manager Mikhail Zverev says [▻](https://video.twimg.com/amplify_video/2085319211166158848/vid/avc1/1920x1080/1TBKWQz7FqZbwEzv.mp…