Motley Fool Money Eyes on the Cloud
Jan 25, 2023
Join Andy Cross, Chief Investment Officer at Motley Fool, who shares insights on the shifting landscape of big tech investments, especially regarding Microsoft’s cloud performance amid slowing growth. He discusses the implications of the Department of Justice's antitrust lawsuit against Alphabet and reflects on Kimberly-Clark’s earnings challenges. Jim Gillies from Motley Fool Canada enters the conversation with a compelling case for Big Lots, a heavily shorted stock, dissecting its inventory issues and management decisions in the current retail climate.
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Cloud Growth Slowdown
- Microsoft's cloud growth is slowing, impacting its stock and other tech companies like Amazon and Alphabet.
- The muted tone of Microsoft executives suggests a wider tech slowdown and optimization of digital spending.
Microsoft Investment Strategy
- Consider Microsoft a long-term investment for steady single-digit growth, not rapid gains.
- Returns may take 3-5 years to materialize, depending on the macro environment.
DOJ Suit Targets Alphabet's Ad Products
- The DOJ's antitrust lawsuit against Alphabet targets its ad practices, not search, impacting its stock.
- This echoes past regulatory scrutiny and highlights the changing environment for big tech.