---
title: "Microsoft is one of the most balanced AI stories, says Jefferies' Brent Thill"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294383555.md"
description: "Brent Thill, senior internet analyst at Jefferies, joins 'Squawk on the Street' to discuss his reaction to Alphabet's and Meta's latest earnings reports, investors' concerns about Meta, and more."
datetime: "2026-07-30T14:40:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294383555.md)
  - [en](https://longbridge.com/en/news/294383555.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294383555.md)
generator: "portal-rs"
---

# Microsoft is one of the most balanced AI stories, says Jefferies' Brent Thill

Brent Thill, senior internet analyst at Jefferies, joins 'Squawk on the Street' to discuss his reaction to Alphabet's and Meta's latest earnings reports, investors' concerns about Meta, and more.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**