Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon
The Compound and Friends
Alphabet: Search, Gemini, and Cloud Spend
Josh asks about search disruption, Chrome/Atlas threat, Gemini, Waymo, and cloud/data center spending; Alex explains short-term resilience of search and cloud investment dynamics.
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
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