Go offline with the Player FM app!
GOOGL ‘Resilient’ Despite AI Competition, TSLA ‘Road Map’ Coming from Musk?
Manage episode 496117133 series 3645668
Ben Sullivan reacts to Alphabet (GOOGL) earnings. He notes that capex is expected to rise for Google but thinks that will translate to strength down the road. “They’re resilient, they have a plan” for things like AI and Search, he adds, “They have a wide moat that will allow them to stay competitive.” On Tesla (TSLA), he describes the “roller coaster ride” of the stock and how the company is trying to reassure investors. He expects a “tangible road map” from Elon Musk on the earnings call.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – / schwabnetwork
Follow us on Facebook – / schwabnetwork
Follow us on LinkedIn - / schwab-network
About Schwab Network - https://schwabnetwork.com/about
6803 episodes
Manage episode 496117133 series 3645668
Ben Sullivan reacts to Alphabet (GOOGL) earnings. He notes that capex is expected to rise for Google but thinks that will translate to strength down the road. “They’re resilient, they have a plan” for things like AI and Search, he adds, “They have a wide moat that will allow them to stay competitive.” On Tesla (TSLA), he describes the “roller coaster ride” of the stock and how the company is trying to reassure investors. He expects a “tangible road map” from Elon Musk on the earnings call.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – / schwabnetwork
Follow us on Facebook – / schwabnetwork
Follow us on LinkedIn - / schwab-network
About Schwab Network - https://schwabnetwork.com/about
6803 episodes
All episodes
×Welcome to 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.