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

Episoder(2156)

The Newest Big Idea from Elon Musk: Terafab

The Newest Big Idea from Elon Musk: Terafab

The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warre...

23 Mar 20min

Irresistible Change: How to Spot Real Growth

Irresistible Change: How to Spot Real Growth

How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk ab...

22 Mar 19min

The Best Places to Retire, and Play It Safer Before Retirement

The Best Places to Retire, and Play It Safer Before Retirement

The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those...

21 Mar 23min

The Reality of Investing in 2026

The Reality of Investing in 2026

The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will h...

20 Mar 42min

Micron Revenue Smashes Expectations, but Wall Street Yawns

Micron Revenue Smashes Expectations, but Wall Street Yawns

When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll g...

19 Mar 27min

OpenAI’s Strategy Shift Ahead of IPO

OpenAI’s Strategy Shift Ahead of IPO

OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short...

18 Mar 18min

We Didn’t See That Coming from Airlines

We Didn’t See That Coming from Airlines

Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increas...

17 Mar 26min

Another Day, Another Massive AI Infrastructure Deal

Another Day, Another Massive AI Infrastructure Deal

The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spendin...

16 Mar 21min

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