Motley Fool Money Big Tech's Big Returns, Sports Business in the Spotlight
Jan 28, 2022
Emily Flippen and Ron Gross, both Senior Analysts at Motley Fool, dive into record revenues from Apple and Microsoft and discuss shifts in the retail landscape with Lowe's and Petco's innovative partnership. They also analyze investment opportunities featuring Fulgent Genetics and Garmin. Sports Business Journal's John Ourand shares insights on the rising NFL ratings, the significance of the Olympics for NBC, and challenges facing Major League Baseball. This lively discussion highlights market trends and the evolving sports broadcast landscape.
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Strong Economic Growth in 2021
- The US economy grew at a robust pace in 2021, the strongest since 1984.
- This growth, fueled by vaccinations and stimulus, is expected to slow in 2022 as interest rates rise.
Apple's Record Revenue but Lack of Innovation
- Apple had record revenue, but investors question their innovation beyond existing products.
- Despite supply chain issues, their performance was strong, prompting discussions of potential acquisitions like Peloton.
Microsoft's Cloud and Gaming Focus
- Microsoft's strong earnings, driven by cloud computing, initially caused a stock dip.
- The stock rebounded after the CEO confirmed gaming as a key investment area, including the Activision acquisition.
