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(2130)

Motley Fool Money: 02.19.2010

Motley Fool Money: 02.19.2010

The Fed hikes the discount rate. The stimulus package celebrates its first birthday. Abercrombie & Fitch exposes itself. And Comcast rebrands itself. On this week's Motley Fool Money Radio Show, we di...

19 Feb 201039min

Motley Fool Money: 02.12.2010

Motley Fool Money: 02.12.2010

The EU deals with big problems in Greece. Google announces big plans for broadband. And U.S. retailers report better than expected January numbers. On this week's Motley Fool Money Radio Show, we disc...

12 Feb 201039min

Motley Fool Money: 02.05.2010

Motley Fool Money: 02.05.2010

New York's Attorney General throws the book at Bank of America.  Bailout beneficiary AIG prepares to hand out big bonuses.  Toyota does damage control.  And Apple CEO Steve Jobs goes on the attack aga...

5 Feb 201039min

Motley Fool Money: 01.29.2010

Motley Fool Money: 01.29.2010

Apple introduces the iPad. Toyota issues a massive recall. And Amazon.com, Microsoft, and Netflix report big earnings. On this week's Motley Fool Money Radio Show, we'll tackle those stories, talk wit...

29 Jan 201039min

Motley Fool Money: 01.22.2010

Motley Fool Money: 01.22.2010

President Obama proposes a crackdown on big banks. Google and eBay report earnings. Anticipation grows over Apple's next creation. And the market responds to the latest twists in the health care debat...

22 Jan 201039min

Motley Fool Money: 01.15.2010

Motley Fool Money: 01.15.2010

President Obama wants to impose a fee on TARP recipients. Is it an unfair tax or a "financial crisis responsibility fee"? Google gets hacked over its Chinese site getting hacked. Should the Internet g...

15 Jan 201020min

Motley Fool Money: 01.08.2010

Motley Fool Money: 01.08.2010

How big a threat to Apple is Google’s new smart phone? Was the holiday retail sales really as good as advertised? This week we crunch the numbers on the latest jobs report and look west to see what bi...

8 Jan 201018min

Motley Fool Money: 12.18.2009

Motley Fool Money: 12.18.2009

Fed Chief Ben Bernanke is Time Magazine’s “Person of the Year”, but who would we pick? This week we look back at 2009 and discuss the underplayed stories of the year, as well as the company of the dec...

18 Des 200919min

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