Big Tech's AI Spending Spree

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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Episoder(2384)

AMD's Earnings & Why Stocks Are Surging Today

AMD's Earnings & Why Stocks Are Surging Today

Stocks are rallying after the midterm elections, but does the outcome really matter for long-term investors? AMD's blockbuster earnings show that AI infrastructure spending is still accelerating, even...

4 Nov 17min

Is Apple Losing Its Memory?

Is Apple Losing Its Memory?

This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what ...

3 Nov 23min

Marvell’s Trillion-Dollar Target

Marvell’s Trillion-Dollar Target

Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to br...

2 Nov 25min

Three Questions Every Investor Should Ask About Any Management Team

Three Questions Every Investor Should Ask About Any Management Team

A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Motley Fool...

1 Nov 30min

Financial Horror Stories, Vol. 5: The All-Monster Edition

Financial Horror Stories, Vol. 5: The All-Monster Edition

The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to ...

31 Okt 56min

Is Wall Street Turning on AI?

Is Wall Street Turning on AI?

Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure comm...

30 Okt 40min

Alphabet Almost Sets a Record No One Wants

Alphabet Almost Sets a Record No One Wants

Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better rec...

29 Okt 24min

Is Robinhood Stock Too Expensive?

Is Robinhood Stock Too Expensive?

Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's la...

28 Okt 18min

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