Gå offline med appen Player FM !
MegaCap Tech Vibe Check with Deirdre Bosa & Brad Erickson | Okay, Computer.
Manage episode 447415612 series 2938944
Dan Nathan hosts Deirdre Bosa delve into earnings projections for Alphabet, AMD, PayPal, Microsoft, Meta, Apple, Amazon, and Uber. The conversation explores the broader market trends, including the resilience of the S&P and Nasdaq, and the influence of macroeconomic factors like treasury yields. They discuss the regulatory challenges facing tech giants like Google and their impact on AI innovation. The episode also touches on Meta's AI Ray-Bans, Snap's spectacles, and the strategic AI investments of Microsoft and OpenAI. The upcoming presidential election's implications for big tech, especially regarding regulatory changes under different administrations, are examined. The dialogue provides valuable insights into how market leaders are navigating the evolving tech landscape amid significant economic and political changes.
Dan Nathan and Brad Erickson, Internet Equity Analyst at RBC Capital Markets, discuss the upcoming earnings reports from major tech companies like Google, Meta, and Amazon. They delve into the challenges and opportunities these companies face, particularly in areas such as AI, search, ad revenue, and cloud computing. They also touch on the impact of DOJ cases and innovative products on investor sentiment and stock performance.
—
View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
650 episoder
Manage episode 447415612 series 2938944
Dan Nathan hosts Deirdre Bosa delve into earnings projections for Alphabet, AMD, PayPal, Microsoft, Meta, Apple, Amazon, and Uber. The conversation explores the broader market trends, including the resilience of the S&P and Nasdaq, and the influence of macroeconomic factors like treasury yields. They discuss the regulatory challenges facing tech giants like Google and their impact on AI innovation. The episode also touches on Meta's AI Ray-Bans, Snap's spectacles, and the strategic AI investments of Microsoft and OpenAI. The upcoming presidential election's implications for big tech, especially regarding regulatory changes under different administrations, are examined. The dialogue provides valuable insights into how market leaders are navigating the evolving tech landscape amid significant economic and political changes.
Dan Nathan and Brad Erickson, Internet Equity Analyst at RBC Capital Markets, discuss the upcoming earnings reports from major tech companies like Google, Meta, and Amazon. They delve into the challenges and opportunities these companies face, particularly in areas such as AI, search, ad revenue, and cloud computing. They also touch on the impact of DOJ cases and innovative products on investor sentiment and stock performance.
—
View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
650 episoder
Tất cả các tập
×Velkommen til Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.