Prof G Markets: First Quarter Review — with Aswath Damodaran
The Prof G Pod with Scott Galloway
00:00
Tech Giants and AI: Earnings Insights
This chapter analyzes the first quarter earnings of major tech companies like Google, Microsoft, and Amazon, highlighting their growth driven by cloud services and AI. The discussion examines the implications of AI on market trends, company valuations, and the emerging focus on dividends as a sign of corporate maturity. Additionally, it explores the challenges faced by new entrants in the tech space amidst increasing consolidation and competition led by established firms.
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