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

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Nobody Told Us This Was M&A Week

Nobody Told Us This Was M&A Week

We’re only a couple of days into the week, but we’ve already seen some large merger & acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enoug...

31 Mars 19min

Bill Ackman Says Stocks Are “Stupidly Cheap”

Bill Ackman Says Stocks Are “Stupidly Cheap”

The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from...

30 Mars 22min

A Century of Plenty: The $700 Billion AI Supercycle

A Century of Plenty: The $700 Billion AI Supercycle

What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A ...

29 Mars 28min

Find the Right Financial Planner for You

Find the Right Financial Planner for You

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner...

28 Mars 22min

How We Invest In a Falling Market

How We Invest In a Falling Market

The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets...

27 Mars 42min

A New Trend in AI is Emerging: Efficiency

A New Trend in AI is Emerging: Efficiency

The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. ...

26 Mars 22min

Sora Is No Mora

Sora Is No Mora

OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate ...

25 Mars 22min

The Autonomy Economy is Accelerating

The Autonomy Economy is Accelerating

Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how aut...

24 Mars 25min

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