Motley Fool Money Google Banks Ads, Chipotle Eyes Mexico
12 snips
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.
AI Snips
Chapters
Transcript
Episode notes
Alphabet’s Resilient Ad Business
- Alphabet's ad business remains strong, growing 8.5% despite AI competition fears.
- Heavy investments in AI and data centers may pressure profits short term but aim for long-term growth.
Alphabet’s Growth Beyond Ads
- Alphabet’s cloud segment grew 28% with improving margins, signaling strong progress.
- CEO Sundar Pichai highlighted AI initiatives like Gemini 2.5 gaining traction in the marketplace.
Tesla’s Rough Quarter and Focus
- Tesla experienced a tough quarter with falling deliveries and net income.
- Elon Musk pledged to refocus on Tesla, signaling potential turnaround hope.