13min chapter

RiskReversal Pod cover image

Tech Stocks Without A Net & A Conversation with Mark Mahaney

RiskReversal Pod

CHAPTER

Tech Giants and CapEx Trends

This chapter analyzes capital expenditure trends among leading tech companies like Meta, Google, Amazon, and Microsoft, in relation to their Q4 earnings forecasts for 2025. It highlights the implications of their spending on revenue growth, the competitive landscape, and the challenges they face in an evolving market.

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