Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why. Emily Flippen and Jason Moser discuss big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta, Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4, and Spotify’s fantastic past twelve months and what investors should think now. Then, 19 minutes in, Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley. Finally, 31 minutes in, Jason and Emily break down two stocks on their radar: Masimo and Okta. Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI. Host - Dylan Lewis; Guests - Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis
Guests: Jason Moser,Emily Flippen,Tom Gardner,Michael Lewis
