Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why.
(00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now.
(19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley.
(30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta.
Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI
Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd
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