The Best Company in Big Tech?

The Best Company in Big Tech?

‏التالي

Oracle Calls Force Majeure Already?

Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so int ...  عرض المزيد

Musings About the Agentic Future

Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential thre ...  عرض المزيد

‏حلقات موصى بها

MM149: Tesla, Microsoft, Alphabet & Meta Earnings
Market Maker

In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street.


If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more!


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Still Bullish on Big Tech
The Markets

As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ...  عرض المزيد

Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
The Prof G Pod with Scott Galloway

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ...  عرض المزيد

TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the t ...  عرض المزيد