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Motley Fool Money

Google Banks Ads, Chipotle Eyes Mexico

Apr 25, 2025
Jason Moser and Asit Sharma dive into Alphabet's robust ad business amid looming antitrust challenges and AI competition. They also discuss Tesla's turbulent quarter, emphasizing the pivotal upcoming Model Y launch. Chipotle's expansion into Mexico sparks a conversation about its operational hurdles, while Malcolm Ethridge shares insights on big tech and solid recession-resistant stocks. The duo then highlights their stock picks, including Nasdaq and Adobe, showcasing current trends and innovations in the tech landscape.
40:31

Episode guests

Malcolm Ethridge
Asit Sharma
Jason Moser

Podcast summary created with Snipd AI

Quick takeaways

  • Alphabet's advertising business remains robust despite potential breakup risks and competition from AI, indicating strategic resilience.
  • Chipotle faces challenges in domestic growth but is focusing on improving efficiency and expanding into international markets like Mexico.

Deep dives

Alphabet's Strong Financial Performance

Alphabet, Google's parent company, reported impressive financial results, with a 12% increase in revenue and a significant growth in net income by 46%, reaching $35 billion. The advertising sector performed well, growing by 8.5% to $67 billion, hinting at the company's resilience despite fears of competition from AI technologies. Alphabet's investments in generative AI appear to be paying off, as they continue to attract advertisers and enhance the user experience on their platform. However, the company also anticipates growing depreciation expenses due to heavy investments in data centers, indicating a strategic focus on future growth.

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