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

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Motley Fool Money: 08.21.2009

Motley Fool Money: 08.21.2009

Amazon.com, Microsoft, and Yahoo! team up against a tech rival.  Starbucks announces that it's raising and lowering prices.  And the Fed Chief expresses some optimism about the near term.  In this ins...

21 Elo 200916min

Motley Fool Money: 08.14.2009

Motley Fool Money: 08.14.2009

Does optimism from the Fed spell better times ahead for investors? Will the Chevy Volt and Nissan Leaf drive big profits? What’s in store for retailers like Costco, Wal-mart, and Target? Will JetBlue’...

14 Elo 200918min

Motley Fool Money: 07.24.2009

Motley Fool Money: 07.24.2009

Existing home sales rise for the third straight month. The Dow crosses 9,000 for the first time since January. And Amazon, Apple, Chipotle, eBay, Ford, JP Morgan, McDonald’s and Microsoft report earni...

24 Heinä 200914min

Motley Fool Money: 07.10.2009

Motley Fool Money: 07.10.2009

GM reemerges from bankruptcy. Google announces plans for a new operating system. Amazon cuts the price of the Kindle 2. The SEC continues to examine Apple’s disclosure about Steve Jobs’ health. We'll ...

10 Heinä 200916min

Motley Fool Money: 07.02.2009

Motley Fool Money: 07.02.2009

The unemployment rate hits a 26 year high. Bernie Madoff gets hit with a 150 year sentence. And Wal-mart takes some hits for its support of employer mandated health coverage. So what does it all mean ...

2 Heinä 200917min

Motley Fool Money: 06.12.2009

Motley Fool Money: 06.12.2009

Does a new CEO at Palm mean trouble for competitors like Apple and Research In Motion? What does the new “compensation czar” have in store for companies like Bank of America and Citigroup? And did you...

12 Kesä 200919min

Motley Fool Money: 06.05.2009

Motley Fool Money: 06.05.2009

It was another good week for the market. Is it a sucker's rally or a real recovery? Are there still some bargains to be had? Will Google's new Wave swamp Facebook? What’s in store for Wal-mart and oth...

5 Kesä 200919min

Motley Fool Money: 05.29.2009

Motley Fool Money: 05.29.2009

The economy continues to contract and foreclosures continue to rise. General Motors gears up for bankruptcy. And Microsoft adds some Bing to its search. In this installment of Motley Fool Money, Motle...

29 Touko 200918min

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