The Hyperscalers Are Hyper-Spending

The Hyperscalers Are Hyper-Spending

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss: - Whether the DeepSeek story changes how investors should view off-the-walls AI spending. - The future of Reality Labs. - Microsoft’s $13B-and-growing AI business. - Why “fungible fleet” is a potentially ominous phrase for Sam Altman Companies discussed: META, MSFT, NVDA Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2362)

Bank Earnings Have Entered the Upside Down

Bank Earnings Have Entered the Upside Down

Bad results, stock up. Good results, stock down? This most recent round of big bank earnings has investors scratching their heads. We saw some expected things (Jamie Dimon had words of caution), and s...

13 Okt 23min

Is Elon Musk Coming for Verizon?

Is Elon Musk Coming for Verizon?

Could SpaceX and Starlink disrupt the wireless industry, or are investors overreacting to Elon Musk’s ambitions? Travis Hoium, Lou Whiteman, and Dan Caplinger discuss the challenges facing traditional...

12 Okt 19min

The Private Equity Playbook Most Small Business Owners Never Get Access To

The Private Equity Playbook Most Small Business Owners Never Get Access To

Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with...

11 Okt 20min

Are Your Retirement Savings on Track?

Are Your Retirement Savings on Track?

Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question.Topics covered:-Benchmarks provided by financial...

10 Okt 14min

Finding Rule Breakers, IRL Investing, and Making Mistakes

Finding Rule Breakers, IRL Investing, and Making Mistakes

Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 1...

9 Okt 41min

The Might (and Myths) of Economic Moats

The Might (and Myths) of Economic Moats

For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed...

8 Okt 26min

Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells

Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells

Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI v...

7 Okt 19min

Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming

Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming

Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium...

6 Okt 19min

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