Motley Fool Money Investing After Cloud Outages & The End for Electric Vehicles?
7 snips
Oct 24, 2025 
Lou Whiteman and Jason Hall dive into the fallout from recent cloud outages, suggesting that companies might need to rethink their reliance on single-providers like AWS. They analyze GM’s strong earnings as a signal for the struggling EV market in the U.S., while also exploring the trend of co-CEOs in tech and their potential impact on corporate culture. Additionally, discussions touch on Apple’s iPhone sales and Netflix’s recent performance, providing listeners with valuable market insights.
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Cloud Outages Reveal Concentrated Internet Dependence
- Cloud outages are rare but highly visible, revealing how dependent the internet is on a few major providers.
- That reliance creates demand tailwinds for cloud and related security/support businesses.
Don't Overreact To One-Off Cloud Failures
- Avoid overreacting to single outages; treat them as rare "cost of doing business" events unless they become patterns.
- Focus on competition and demand trends instead of short-term reliability scares when evaluating cloud stocks.
AI Will Fuel More Cloud Demand
- The cloud market still has significant growth runway as many workloads haven't moved yet.
- AI adoption will further accelerate demand for cloud infrastructure and specialized providers.
