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Bill Mann discusses Microsoft crossing $3T and becoming the largest publicly traded company, while Andy Cross talks about Alibaba's co-founders buying $200M shares and the state of investing in China. Other topics include Tesla's quarter, Netflix's subscriber growth, and IBM's AI play. They also discuss the potential of Comcast's Peacock, and highlight stocks to watch: Spotify and MercadoLibre.
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Quick takeaways
- Sometimes it takes a while for big names to turn it around, as seen with Microsoft surpassing Apple as the largest publicly traded company.
- Investors are watching to see how Mercado Libre manages economic reforms in Argentina and whether it can continue its growth trajectory.
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Spotify (S P O T)
Spotify is a streaming platform with millions of paid subscribers and a large user base. They offer music and podcast streaming and generate revenue through subscriptions and advertising. Investors are waiting to see the impact of recent cost-saving measures on profitability when they report earnings.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode