Go offline with the Player FM app!
GOOGL "Set Tone" for Mag 7 Earnings, CapEx & Data Centers Key Figures
Manage episode 497052139 series 3645668
The A.I. race is heating up, and according to Christine Short, no one showed that more than Alphabet (GOOGL) last week. She points to the mega cap company's cloud revenue and planned $85 billion capex spending as a clear signal A.I. is here to stay. Ivana Delevska says it will be a long road for Mag 7 companies to deliver on those returns, a risk she says investors should be aware of. She notes Apple's (AAPL) headwinds it needs to address in earnings.
======== 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 – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
6538 episodes
Manage episode 497052139 series 3645668
The A.I. race is heating up, and according to Christine Short, no one showed that more than Alphabet (GOOGL) last week. She points to the mega cap company's cloud revenue and planned $85 billion capex spending as a clear signal A.I. is here to stay. Ivana Delevska says it will be a long road for Mag 7 companies to deliver on those returns, a risk she says investors should be aware of. She notes Apple's (AAPL) headwinds it needs to address in earnings.
======== 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 – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
6538 episodes
Toate episoadele
×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.