Barron's Live Tech Trader - The Outlook for Tech Stocks
Oct 3, 2023
The podcast discusses the outlook for enterprise software stocks, including the macro picture of tech stocks in 2022, the integration of bard with Google platforms, the convergence of AI trends, analyzing the CFO's responsibility for 'other bets', Oracle's growth in the cloud industry, and evaluation and concerns about Shopify's performance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Tech Stocks in 2022: AI, Market Share, and Advertising
03:00 • 13min
Integration of bard with Google platforms and the convergence of AI trends
16:18 • 3min
Analyzing the CFO's Responsibility for 'Other Bets' and Potential Monetization of Assets
19:27 • 2min
Oracle's Growth in the Cloud Industry
21:36 • 20min
Evaluation and Concerns about Shopify's Performance
41:21 • 4min