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4min chapter
Alphabet’s Reports… And Disney Gears Up To Do The Same 02/04/25
CNBC's "Fast Money"
Intro
This chapter analyzes recent earnings reports from major tech firms, emphasizing Alphabet's drop in market cap following a cloud revenue shortfall. It also covers the implications for future investments and AI strategy, including a substantial capital expenditure plan and partnerships affecting competitive dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode