Bloomberg Businessweek Alphabet and Microsoft Kickoff Earnings Season for Big Tech
Oct 24, 2023
James Cakmak shares thoughts on Alphabet and Microsoft earnings, Marc Champion discusses a way forward in the Middle East without Hamas, Max Chafkin highlights Wikipedia's reliability, and Sam Stovall provides investment insights.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Tech Earnings: Microsoft's Strong Performance and Alphabet's Cloud Revenue
01:50 • 15min
Investment Strategy, Portfolio Analysis, and Performance
16:25 • 2min
BIL as a Source of Cash, Visa's Performance, and Potential Next Speaker of the House
18:15 • 4min
Israel and Hamas Conflict
21:52 • 9min
The Role of Social Media Platforms and the Exception of Wikipedia
31:20 • 2min
The Evolution and Trustworthiness of Wikipedia
32:54 • 7min
Discussing Max Chafkin, Elon Musk's Offer, and AI in Business
39:29 • 3min
Rise in US Yields and Impact on Economy
42:44 • 8min