Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar.
Travis Hoium, Lou Whiteman, and Asit Sharma discuss:
- Alphabet’s big cloud quarter
- Meta’s AI questions
- Amazon and A ... Show More
Apr 2024
MM149: Tesla, Microsoft, Alphabet & Meta Earnings
<p>In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street.</p><br><p>If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more!</p><br ... Show More
44m 20s
Oct 2025
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. ... Show More
28m 52s
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m
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
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
Sep 2025
Oracle’s AI Boom, Lululemon’s Disastrous Quarter, and a Canadian Mining Megamerger
In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and th ... Show More
51m 49s
Dec 2024
The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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, explaining why it’s a win for shareholders and a potential ... 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
