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Tech Giants Power Market: MSFT, GOOGL, AMZN, AAPL & AMD Lead Charge

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Manage episode 516138339 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Technology stocks are on fire, with the SPX , NDX and $DJI hitting record highs. Olivier Blanchard attributes this surge to A.I.'s continued growth, with big players like Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Amazon (AMZN) competing for dominance as all report earnings this week. Blanchard is bullish on Microsoft's AI partnership with OpenAI and Amazon's AlexaPlus, but has reservations about Tesla's (TSLA) ability to scale its Robotaxi ambitions. Meanwhile, Apple (AAPL) briefly hit a $4 trillion market cap, and AMD secured a $1 billion partnership with the US Department of Energy, solidifying its position in A.I. inference.

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8339 episodes

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iconShare
 
Manage episode 516138339 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Technology stocks are on fire, with the SPX , NDX and $DJI hitting record highs. Olivier Blanchard attributes this surge to A.I.'s continued growth, with big players like Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Amazon (AMZN) competing for dominance as all report earnings this week. Blanchard is bullish on Microsoft's AI partnership with OpenAI and Amazon's AlexaPlus, but has reservations about Tesla's (TSLA) ability to scale its Robotaxi ambitions. Meanwhile, Apple (AAPL) briefly hit a $4 trillion market cap, and AMD secured a $1 billion partnership with the US Department of Energy, solidifying its position in A.I. inference.

======== 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

  continue reading

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