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 b ... Show More
Today
Oracle Calls Force Majeure Already?
Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so int ... Show More
26m 48s
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
Aug 2025
Still Bullish on Big Tech
As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ... Show More
7m 1s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Follow Prof G Markets:
Apple Podcasts
Spotify
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 7s
Feb 2025
Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ... Show More
54m 43s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
Follow Prof G Markets:
Apple Podcasts
Spotify
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
<p>A BIG week for global markets, from tech earnings to central bank decisions, get the full low down.</p><br><p>On the trading floor this week, Anthony and Piers discuss:</p><p><br></p><ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ... Show More
