Who in Big Tech Is Ready for Agentic AI?

Who in Big Tech Is Ready for Agentic AI?

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Amazon goes after Perplexity’s agents - Meta’s scattered AI strategy - Oracle earnings Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2311)

America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution

America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution

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23 Aug 30min

Crucial Steps for the “Pre-Go” Years Before Retirement

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We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies ...

22 Aug 30min

Cancer Vaccines & Data Center Drama

Cancer Vaccines & Data Center Drama

The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have...

21 Aug 41min

Is AI the Answer to Big-Box Retail’s Woes?

Is AI the Answer to Big-Box Retail’s Woes?

The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants wit...

20 Aug 29min

Behind The Most Exciting Stock Pop In Years!

Behind The Most Exciting Stock Pop In Years!

Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encourag...

20 Aug 19min

The Bond Market Selloff is Showing up in Earnings Reports

The Bond Market Selloff is Showing up in Earnings Reports

Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going o...

18 Aug 22min

Berkshire Hathaway Hasn’t Done This in Over 3 Years

Berkshire Hathaway Hasn’t Done This in Over 3 Years

Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break d...

17 Aug 29min

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO M...

16 Aug 27min

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