Big Tech’s $300B Spending Spree

Big Tech’s $300B Spending Spree

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025. - PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world. (19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling. (33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber. Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2236)

More Layoffs, Acquisitions, and SpaceX Becomes AI Company

More Layoffs, Acquisitions, and SpaceX Becomes AI Company

Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn...

19 Jun 40min

IT Consulting is Not Having a Good Time

IT Consulting is Not Having a Good Time

Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment bei...

18 Jun 21min

Snap’s Specs Gamble

Snap’s Specs Gamble

The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we tal...

17 Jun 18min

Buying Your Own Sports Team (with Stocks)

Buying Your Own Sports Team (with Stocks)

Pretty much every sports fan dreams of owning their favorite team. Between the bragging rights and the courtside seats, who wouldn’t want to be? While you may not be able to be a partial owner of your...

16 Jun 22min

The AI the Government Just Shut Down

The AI the Government Just Shut Down

There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to norm...

15 Jun 23min

The Hidden Forces Behind Every Investment Decision

The Hidden Forces Behind Every Investment Decision

Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots th...

14 Jun 26min

Your Roth Won’t Be Tax-Free If You Break These Rules

Your Roth Won’t Be Tax-Free If You Break These Rules

Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the fu...

13 Jun 17min

It’s SpaceX IPO Day!

It’s SpaceX IPO Day!

SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring,...

12 Jun 40min

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