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 ... Show More
Nov 22
Advocate for a Better 401(k) and Tax-Smart Charitable Giving
For many Americans, contributing to an employer-sponsored plan is the primary way they’re saving for retirement. Unfortunately, not all of these plans are excellent, and you’re stuck with the investment choices and features chosen by your employer.Or are you? Longtime Motley Fool ... Show More
22m 47s
Nov 21
Market Volatility and Opportunities We See Today
The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame.
Travis Hoium, Dan Caplinger, and Jon Quast discuss:
- Why t ... Show More
42m 1s
Feb 2025
Deep Dive: Big Tech’s $325 Billion CapEx Spending Spree
<p>Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and ... Show More
8m 33s
Jul 2025
Can Apple Regain Its Throne? The Battle of Trillion-Dollar Tech Giants
<p><span>In this can't-miss clip of Market Mondays, hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the fierce competition between the world's biggest tech companies. Is Apple's reign over as the industry's top dog coming to an end, or can Cuperti ... Show More
14m 54s
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
<p>Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising c ... Show More
55m 54s
Oct 22
Amazon’s “Age of Efficiency,” LLM distribution, AI wearable worries, and more with Elad Gil | E2197
Today’s show:*Amazon’s dropping a LOT of employees for AI and robots… are Jason’s darkest predictions coming true?Legendary investor Elad Gil joins Jason and Alex for the full show today! Together, they’re digging into the Amazon news, looking back at Jason’s predictions from jus ... Show More
1h 23m
Jul 2021
Amazon & Facebook Earnings, Plus Intel, AMD and the Fight for AI
<p>It has been a very busy earnings season and a lot of big tech companies have followed the same pattern -- report good, even great, numbers, then warn that the next quarter may see things slow down. That’s what happened with both Facebook and Amazon. The two companies ostensibl ... Show More
1h 2m
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Jan 2025
Why CEO Matt Garman is willing to bet AWS on AI
Today, I’m talking with Matt Garman, the CEO of Amazon Web Services. Matt took over as CEO last June — you might recall that we had his predecessor Adam Selipsky on the show just over a year ago. That makes this episode terrific Decoder bait, since I love hearing how new CEOs wil ... Show More
1h 5m
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More
52m 16s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s