DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.
(00:43) Ron Gross and Jason Moser discuss:
- What the Jobs report and the tariff headfake mean for the big macro.
- Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.
- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.
(19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.
(33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.
Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Rick Engdahl
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