
An earnings bonanza: Breaking down results from big tech
CNBC's "Fast Money"
00:00
Google - Is This the Stock That You Want to Be In, or You Want a Ditch?
Google has effectively a one third global ad share. It's the market shair of the global ad business. Google trades much cheaper than microsoft, about 26 times and about seven times sales. I think that again, if rates are going higher, i think will see rotation into more g d p sensitive sort of names.
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