Motley Fool Money 3 CEOs Walk Into A Bar
Jan 6, 2023
Malcolm Ethridge, a certified financial planner and host of "The Tech Money Podcast," shares his insights on the tech market and interest rates. He predicts two more rate hikes and emphasizes that 'Mega Cap Tech' will spark a stock market rally. The conversation also touches on significant layoffs in the tech industry and the evolving landscape for companies like Amazon and Constellation Brands. Ethridge highlights key earnings to watch, while Matt Argersinger and Jason Moser discuss the impact of recent job reports and the challenges faced by retail giants.
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Salesforce Over-Hiring
- Salesforce's hiring outpaced its revenue growth, contributing to declining margins.
- This highlights the need for cost control as exceptional growth normalizes.
Apple's VR/AR Potential
- Apple may enter the VR/AR market this year, potentially driving mass adoption.
- This new platform could be a catalyst for a renewed tech bull market, similar to the iPhone.
Revenue per Employee
- Monitor revenue per employee in the tech industry to assess company productivity and efficiency.
- This metric reveals over-hiring and cost control issues.