Tech Titans: Infinity War

Tech Titans: Infinity War

Amazon hits a new high, and raises the price on Prime. Alphabet racks up big profits amid higher spending. Facebook posts record revenue, while Microsoft’s cloud goes higher. Which one of these tech behemoths will get to a $1 trillion market cap first? Jason Moser, David Kretzmann, and Jeff Fischer analyze those stories, as well as the latest results from Visa, PayPal, Baidu, Twitter, Chipotle, Intel and more. Plus, we dip into the Fool Mailbag and share a few stocks on our radar. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2096)

Knife Juggling, Bottle Rockets, and Small Cap Investing

Knife Juggling, Bottle Rockets, and Small Cap Investing

The fewer eyes on a market, the less efficient it’s going to be.  Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss: ...

7 Sep 202424min

Kickoff for Private Equity Investors

Kickoff for Private Equity Investors

NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money. (00:21) Emily Flippen and Matt Argers...

6 Sep 202440min

Can AI Build Moats?

Can AI Build Moats?

It takes more than a buncha buzzwords to build a company. (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech company’s changing identity What C3.ai actually do...

5 Sep 202428min

$279 Billion Lost In A Day

$279 Billion Lost In A Day

The Department of Justice has some questions about Nvidia’s business. (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share...

4 Sep 202428min

Dow Loses Chips, Boeing Loses Money

Dow Loses Chips, Boeing Loses Money

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?    (00:21) Asit Sharma and Dylan Lewis discuss: - The latest sign of Intel’s struggles – possibly b...

3 Sep 202431min

Missing Piece of the AI Spend Puzzle

Missing Piece of the AI Spend Puzzle

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.  (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results....

3 Sep 202439min

How to Analyze a Balance Sheet

How to Analyze a Balance Sheet

“If you thought we were in the weeds, now we’re about to start tunneling.” Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads u...

1 Sep 202440min

The State of the AI Arms Race

The State of the AI Arms Race

When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.  Jeremy Kahn is the AI Editor a...

31 Aug 202431min

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