The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The 25% tariffs that the Trump administration announced for imported cars and auto parts.
- How Google is trying to respond to the next era of search.
- Robinhood’s quest to become the everything-finance app.
Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider.
Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future
NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html
Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE
Host: Ricky Mulvey
Guests: Jason Moser, Anthony Schiavone
Producer: Mary Long
Engineer: Dan Boyd
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