CNBC's "Fast Money" Alphabet’s Reports… And Disney Gears Up To Do The Same 02/04/25
10 snips
Feb 4, 2025 Alphabet's latest earnings reveal a dip in market cap due to cloud revenue shortfalls, prompting discussions on AI and investment strategies. As Netflix hits an all-time high, eyes turn to Disney's upcoming streaming service launch amid fierce competition. The podcast also explores market dynamics, including the impact of U.S.-China tensions and rising prices in consumer goods. Insights into pharma setbacks round out the conversation, analyzing how these trends affect stock performance and future strategies.
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Alphabet's Q4 Miss
- Alphabet's Q4 results caused a significant market cap drop due to a cloud revenue miss and increased CapEx.
- This raises concerns about the promise of high AI spending and the crowded cloud space.
AI Spending Dilemma
- Hyperscalers face a dilemma: spending on AI is crucial for competition, but it impacts cash flow.
- Savita Subramanian suggests focusing on companies benefiting from AI spending rather than those accelerating CapEx.
Software AI Trade
- Consider the next leg of the AI trade: software companies.
- DeepSeek's success and Palantir's strong results suggest this shift.