logo
episode-header-image
Today
27m 38s

Will Amazon, Google, & Uber Withstand th...

Public.com
About this episode

We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co.


Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.

Up next
Yesterday
Deep Dive: How Sandisk Became the Hottest Stock in the S&P 500
Sandisk’s stock has gone up over 1,500% in the last 12 months, so what is causing this surge?In today’s deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center deman ... Show More
9m 11s
Feb 6
Amazon’s $200B CapEx Spooks Investors as Bitcoin Melts Down
Market update for Friday February 6, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Bitcoin suffers its worst selloff since the FTX coll ... Show More
9m 56s
Feb 5
Google Crushes Earnings but Tech Stocks Keep Sliding
Market update for Thursday February 5, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Tech stocks slide for a second straight day as mar ... Show More
9m 57s
Recommended Episodes
Apr 2025
Markets Rebound After Monday’s Drop… And Netflix Streams Higher 4/22/25
<p>Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ... Show More
48m 31s
Aug 2025
This Classic Investment Strategy Is Still Alive in 2025
<p>Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, ... Show More
14m 48s
Oct 2025
DraftKings bets on predictions
DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcri ... Show More
5m 36s
Sep 2025
The $16 Trillion Stock Rally
The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor Dan Niles breaks down the bull between the horns, but warns of a fowl Thanksgiv ... Show More
35m 35s
Oct 2025
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
<p>Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. </p><p>A highly concentrated market can—a ... Show More
13m 11s
Oct 2025
Time for a Bull Market Correction?
<p>As the S&amp;P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 ... Show More
5m 13s
Mar 2025
Lemon LIVE at 5 | BREAKING: The Economy is Tanking!! - March 10th, 2025
Hey there Lemon Community! We knew the economy was looking shaky, but this? After today’s brutal stock market drop, it’s time to ask—are we officially in freefall? Wall Street took a nosedive, and the signs aren’t looking great. Tonight, Don is joined by reporter Lauren Egan and ... Show More
1h 36m
Sep 2025
Rate Rescue Reality Check
<p>Stocks rallied in the immediate aftermath of Friday’s dismal jobs report, with the S&amp;P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one wa ... Show More
9m 13s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Oct 2023
⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.
The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making.Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investo ... Show More
19m 55s
Listen to millions of songs and podcasts on Anghami