Tech giants are facing a sell-off as investors react to increasing capital expenditures and financial reports from firms like Microsoft and Google. The competition in the cloud market heats up, with strategic moves from Amazon and Microsoft regarding AI infrastructure. Bill Ackman makes waves with his investment in Uber, sparking discussions about the ride-hailing giant's growth potential amid challenges in autonomous vehicle technology. Meanwhile, Expedia's strong performance raises questions about its implications for rivals like Booking Holdings.

Major tech firms like Apple, Microsoft, and Tesla are under the spotlight as they prepare to report earnings. Insights reveal Microsoft's robust strategies in AI and cloud services, while Meta showcases impressive user growth. Tesla faces hurdles with valuation and competition. Additionally, a look at MasterCard highlights promising growth amid consumer trends. The episode also questions Apple’s innovation pace and Intel’s struggles, setting a tense stage for investors.

This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.

00:00 Intro 01:59 Netflix Earnings 08:31 Ally Financial Earnings 10:37 FICO Earnings 12:00 Intel Earnings 12:47 American Express Earnings 12:56 The Impacts of Trump Tariffs 19:00 Walgreens vs Fridge Door Company

The podcast dives into the impact of a surprising job market surge, adding 256,000 new jobs and its effects on the stock landscape. Key stocks like ASML, Google, and Amazon are spotlighted for their potential growth. The discussion also touches on the possibility of a TikTok ban and its financial repercussions, alongside a comparison between gambling and smart investing. Emphasizing long-term strategies, the hosts navigate through current market fluctuations and highlight practical investment advice.

00:00 Intro 02:35 The Future Of AI 16:40 Buying The Dip In ASML 24:30 Mark Zuckerberg Joins Trump 29:30 Disney Buys Fubo

Dive into the world of investment opportunities for 2025 with a focus on intriguing stocks like Alibaba and ASML. Explore the shifting strategies of Berkshire Hathaway and the potential of Netflix as a top contender in live sports. Learn about Citigroup’s restructuring in the face of fintech challenges, and discover Everest Group’s low-cost appeal. The podcast also scrutinizes Moderna and Uber’s struggles, while sparking discussions around Microsoft’s AI integration and its effects on user experience.

I rank 22 of the most popular stocks by their free cash flow profile.

As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.

Amazon is making waves with its ambitious AI initiative, Nova, set to rival established technologies. They’re also introducing a new AI supercomputer to reduce reliance on NVIDIA. Revolutionary changes in retail operations are expected, driven by generative AI enhancements that improve customer service and logistics. The discussion extends to Salesforce’s innovative AI system, which could reshape industries like healthcare. Lastly, a shocking corporate executive assassination adds a dramatic twist, reflecting the disturbing realities beyond the tech world.