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(2321)

Tesla Robotaxi Day & the Competition’s Response

Tesla Robotaxi Day & the Competition’s Response

Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced....

2 Sep 18min

Big Tech Gets the Regulatory Shakedown

Big Tech Gets the Regulatory Shakedown

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC pro...

1 Sep 19min

A $13 Billion Bet on Robots?

A $13 Billion Bet on Robots?

Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its...

31 Aug 28min

Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing

Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing

Wall Street treats demand like a line on a chart. Rob Snyder says that's exactly why investors keep getting burned. Motley Fool analyst Rachel Warren talks with Rob Snyder — Harvard Innovation Labs ...

30 Aug 21min

Prepare to Pass on Your Possessions

Prepare to Pass on Your Possessions

n this next installment of our 2026 Financial Planning Challenge, host Robert Brokamp is joined by fellow Fool Stephanie Marini to discuss the most unpleasant area of financial planning: estate planni...

29 Aug 28min

Jensen Huang's AI Capex Pulse Check

Jensen Huang's AI Capex Pulse Check

Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecu...

28 Aug 40min

NVIDIA Earnings Blow Everyone Away

NVIDIA Earnings Blow Everyone Away

With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance...

27 Aug 28min

Meta Platforms Settles Major Lawsuit, Pays $18 Billion

Meta Platforms Settles Major Lawsuit, Pays $18 Billion

Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled seve...

26 Aug 20min

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