Closing Bell Overtime: Big Earnings Hit the Tape 10/25/22

1

Introduction

00:00 • 4min

2

Alphabet - The Slowest Revenue Growth in a Long Time

04:01 • 2min

3

Azure Cloud Growth Is What Sets Shares Away

05:46 • 4min

4

Texas Instruments Is a Semi Semi-Company That Is More Resilient

09:39 • 2min

5

CMG Chipotle's a Joty Stock

11:33 • 5min

6

Is It Time to Diversify Away From These Megacap Companies?

16:14 • 4min

7

Texans

20:39 • 3min

8

How Far Can This Rally Go?

23:24 • 5min

9

Are You Still Looking for a Soft Landing or a Deeper One?

28:29 • 3min

10

Are We Close to the Top in the Rally?

31:34 • 6min

11

Is the Search Number Slowing More Than Expected?

37:05 • 2min

12

Alphabet's Headcount Is on the Cutting Block

38:45 • 2min

13

Azure Revenue Growth Is Down but Not All That Much

40:46 • 5min

14

The Stock Is Down About Six Bucks or So Not the Nine That I Suggested Originally

45:31 • 2min

15

The Fed Isn't Going to Say Goodbye to the Growth Machines

47:20 • 2min