Motley Fool Money Big Tech Earnings and Reckless Predictions
25 snips
Nov 3, 2025 
Rick Munarriz, a veteran Motley Fool analyst, teams up with Sanmeet Deo, a finance and tech expert, to dissect recent Big Tech earnings. They explore overarching trends like AI's impact on cloud scaling and legal risks facing major players. Sanmeet raises red flags about Meta's joint venture, while Rick highlights Alphabet's impressive quarter and Amazon's resurgence. The duo doesn't shy away from reckless predictions, envisioning shifts in Big Tech and potential new AI leaders in the coming years.
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Meta’s Off-Balance-Sheet JV Raises Flags
- Sanmeet flagged Meta's joint venture with Blue Owl as worrying because it's off-balance-sheet and echoes past financial pitfalls he saw at Lehman Brothers.
- He expressed discomfort with material capex or assets structured off the balance sheet.
Google Ads And Cloud Defy Expectations
- Despite AI-generated search answers potentially reducing clicks, Alphabet delivered record ad revenue, showing ads remain resilient.
- Google also shows rapid cloud backlog growth, positioning GCP for bigger revenue contributions.
OpenAI Losses And Massive AI CapEx Hit Microsoft
- Microsoft's stake in OpenAI swung other income to a $4.1 billion net loss as OpenAI spends aggressively.
- Microsoft also sharply increased CapEx, with about half going to GPUs to support AI infrastructure.