The Hyperscalers Are Hyper-Spending
Motley Fool Money30 Tammi 2025

The Hyperscalers Are Hyper-Spending

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss: - Whether the DeepSeek story changes how investors should view off-the-walls AI spending. - The future of Reality Labs. - Microsoft’s $13B-and-growing AI business. - Why “fungible fleet” is a potentially ominous phrase for Sam Altman Companies discussed: META, MSFT, NVDA Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2180)

Motley Fool Money: 05.04.2012

Motley Fool Money: 05.04.2012

The government reports weaker-than-expected jobs growth. Yahoo! deals with a leadership controversy. Whole Foods serves up big earnings. Green Mountain Coffee serves up some bitter earnings. And Micro...

4 Touko 201239min

Motley Fool Money: 04.27.2012

Motley Fool Money: 04.27.2012

On this week's show, our analysts discuss earnings news from Amazon.com, Apple, Coca-Cola, Dunkin' Brands, Ford, Netflix, Panera, Procter & Gamble, and Starbucks.  Plus, we debate the relative merits ...

27 Huhti 201239min

Motley Fool Money: 04.20.2012

Motley Fool Money: 04.20.2012

Our analysts discuss the latest earnings news from Coca-Cola, Chipotle, GE, Intel, McDonald's, and Microsoft.   And we talk with CNBC's Carl Quintanilla about the new CNBC documentary, The Costco Craz...

20 Huhti 201239min

Motley Fool Money: 04.13.2012

Motley Fool Money: 04.13.2012

Coinstar, Google, JPMorgan Chase, and Wells Fargo report earnings.  The U.S. Justice Department files suit against Apple.  And Burger King cooks up a new use for bacon.  Plus, we talk innovation with ...

13 Huhti 201239min

Motley Fool Money: 04.06.2012

Motley Fool Money: 04.06.2012

On this week's Motley Fool Money Spring Break Special,  our analysts share three stocks for the next ten years.  Plus, we talk about the business of creativity with Jonah Lehrer, author of Imagine:  H...

2 Huhti 201239min

Motley Fool Money: 03.30.2012

Motley Fool Money: 03.30.2012

Housing prices hit a 10-year low. Research in Motion tries to reconnect.  And Starbucks tries to work out some bugs.  Our analysts discuss those stories and share three stocks on their radar.  Plus, w...

30 Maalis 201239min

Motley Fool Money: 03.23.2012

Motley Fool Money: 03.23.2012

Apple announces a dividend. McDonald's CEO retires. Amazon bets big on robots.  And Kraft picks a name for its global snacks business.  Our analysts discuss those stories and share three stocks on the...

23 Maalis 201239min

Motley Fool Money: 03.16.2012

Motley Fool Money: 03.16.2012

S&P 500 dividends reach record levels. Goldman Sachs deals with a very public resignation.  Disney deals with a box office flop.  And Yahoo! sues Facebok.   Our analysts discuss those stories and shar...

16 Maalis 201239min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
herrasmieshakkerit
rss-rahamania
ostan-asuntoja-podcast
rss-doulapodi
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-lahtijat
rss-paasipodi
juristipodi
rss-sisalto-kuntoon
inderespodi
pomojen-suusta
yrittaja
rss-uskalla-yrittaa
rss-laakispodi
rss-bisnesta-bebeja