Microsoft and Alphabet’s Cash Stacks

Microsoft and Alphabet’s Cash Stacks

Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book. (00:13) Tim Beyers and Dylan Lewis discuss: - Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided - The slow roll of AI and how investors need to be patient with new tech efforts. - Why Alphabet may have more good days ahead of it when the advertising market rebounds. - The legacy of Alphabet CFO Ruth Porat (16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps. Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2290)

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...

2 Aug 25min

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wea...

1 Aug 27min

When Leverage Goes Wrong on Wall Street

When Leverage Goes Wrong on Wall Street

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Pl...

31 Jul 40min

Microsoft Shows the Mag7 What AI Investment Looks Like

Microsoft Shows the Mag7 What AI Investment Looks Like

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyle...

30 Jul 21min

The Consumer Is All Right!

The Consumer Is All Right!

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Whe...

29 Jul 20min

Paypal to Stripe: You’re Going to Have to Do Better Than That

Paypal to Stripe: You’re Going to Have to Do Better Than That

Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPa...

28 Jul 25min

The Hottest IPO of 2026 Will Shock You

The Hottest IPO of 2026 Will Shock You

Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds ...

27 Jul 20min

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel...

26 Jul 27min

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