SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz

13 snips

Feb 7, 2024

Guest

Alex Kantrowitz

Guest

Dan Ives

Tech analyst Dan Ives and journalist Alex Kantrowitz discuss the meltdown of SNAP, Disney earnings, and breakdowns of big tech companies like Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon.

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Episode notes

Introduction

00:00 • 3min

Snapchat Earnings, Disney's Reported Earnings, and the Impact of CPI on the Stock Market

02:57 • 13min

Tesla's Pay Package and Alphabet's Stock Performance

16:02 • 9min

YouTube vs. Amazon: The Battle for the New Viewing Hub

25:25 • 16min

Facebook's Financial Performance & Apple's Revenue Growth

41:04 • 10min

Implementation of AI Shopping Assistant and Potential Impact on Amazon's Ad Business

51:11 • 2min

Amazon's Response to Competitors and the Growth of AWS

53:12 • 2min

Exploring the Growth in Research and Development Expenses

54:48 • 2min

Excitement about a concept and discussing company growth

56:30 • 2min

Discussion about Listeners, Daylight, and Excitement for Spring with Sponsor Mention

58:28 • 2min

Robinhood Charges, Investment Trades, and Market Perspective

01:00:04 • 2min

Frustration over Poor Performance and Management

01:01:58 • 5min

The Implications of a Top Strategist Stepping Down

01:07:00 • 17min

NVIDIA's Valuations and Risks

01:23:32 • 14min

Media and Tech News

01:37:36 • 7min

Disappointment with the Assembly Process and Future Technological Excitement

01:45:04 • 15min

Discussion on a Sector, SNAP, and Podcast Promotions

02:00:00 • 3min

On this episode of TCAF Tuesday, we're bringing you a new show called Great Quarter Guys! On this episode, Josh Brown, Michael Batnick, Alex Kantrowitz, and Dan Ives discuss: Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon. Then, on an all-new episode of What Are Your Thoughts, Josh and Michael discuss: Mike Wilson, Snap, new Dow stocks, layoffs, the consumer, and much more!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compound

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