Big Tech's AI Spending Spree
Motley Fool Money1 Marras 2024

Big Tech's AI Spending Spree

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend. - Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach. - Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly. (19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week. (34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer. Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI. Host: Dylan Lewis Guests: Bill Mann, Matt Argersinger, David Gardner Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2108)

Subscription Prices Are Going Up Again

Subscription Prices Are Going Up Again

Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will di...

11 Helmi 16min

Rule Breaker Earnings Roundup

Rule Breaker Earnings Roundup

In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. Th...

10 Helmi 23min

AI Capex Is Off the Charts: Who Stands to Lose?

AI Capex Is Off the Charts: Who Stands to Lose?

Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Bey...

9 Helmi 26min

2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ide...

8 Helmi 24min

Take Control of Your Cash Flow, and Energy Stocks on Fire

Take Control of Your Cash Flow, and Energy Stocks on Fire

Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert’s nickname at The Motley Fool) explai...

7 Helmi 21min

Big Tech’s $650 Billion Bet on AI

Big Tech’s $650 Billion Bet on AI

What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so ...

6 Helmi 42min

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chines...

5 Helmi 22min

Disney Has Its CEO

Disney Has Its CEO

Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover C...

4 Helmi 18min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-lahtijat
rahapuhetta
rss-draivi
rss-neuvottelija-sami-miettinen
rss-rahamania
rss-porssipuhetta
rss-bisnesta-bebeja
rss-paasipodi
rss-porssipodi
syo-nuku-saasta
pomojen-suusta
sijoituspodi
juristipodi
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-seuraava-potilas
rss-40-ajatusta-aanesta