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19min chapter
Prof G Markets: First Quarter Review — with Aswath Damodaran
The Prof G Pod with Scott Galloway
Tech Giants Earnings, AI Investments, and Dividend Speculation
The chapter dissects the first quarter earnings of major tech companies and their growth fueled by cloud business demand, with a focus on Google, Microsoft, and Amazon. It explores the surge in AI capital expenditures by tech giants like Meta and Microsoft, indicating a strategic move towards AI technology. The conversation touches on the speculation around Amazon potentially issuing dividends and the implications on its investor base and market perception.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode