If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz.
(00:14) Jason Moser and Ricky Mulvey discuss:
- Why Alphabet is spending $32 billion on a cloud security company.
- BYD’s announcement that it can charge an electric vehicle battery in five minutes.
- Robinhood rolling out prediction markets on it ... Show More
Yesterday
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 29
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Jul 28
Paypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. ... Show More
25m 5s
Mar 2025
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC ... Show More
1h 30m
Mar 2025
Nvidia’s AI Message, Alphabet’s Scoop, FOMC Meeting Day 1 3/18/25
<p>David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for ... Show More
43m 9s
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
<p>Show Notes:</p> <p>0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more</p> <p>16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies</p> <p>30:44 Zymergen's implosion: role of diligence, how to make deep tech sus ... Show More
