AI is the biggest phenomenon 'in the history of technology' — not just a hype cycle

Moor Insights & Strategy founder Patrick Moorhead and Futurum CEO Daniel Newman said AI is the biggest phenomenon in the history of technology, not just a hype cycle, following quarterly earnings reports from Meta and Microsoft on Wednesday.

AI is the biggest phenomenon 'in the history of technology' — not just a hype cycle Yahoo Finance Video Thu, July 30, 2026 at 2:00 p.m. GMT+2 CRWD Meta META and Microsoft MSFT both reported quarterly earnings on Wednesday. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead and Futurum CEO Daniel Newman share their outlook for Big Tech and the "formidable" AI trade. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings