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Amazon and Google’s Mounting Cash Burn Doesn’t Break the Bull Case

Big Tech’s AI spending is eating into cash flow, and investors are losing patience. Mark Mahaney, Head of Internet Research at EvercoreISI, joins Zaid Admani to explain why Amazon remains his top pick after its earnings selloff, while Google could face several more quarters of pr ... Show more

. 27min 21sec

Amazon’s Spending Spooks Wall Street, Intel Craters As Q4 Outlook Disappoints

In today’s episode, Zaid covers:Amazon’s booming cloud business and its massive AI bill.Intel’s earnings reveal a problem for the PC market.Rivian’s new SUV gives the EV maker a boost.Reddit faces a growing Google problem.Pinterest’s disappointing holiday outlook.Roblox loses use ... Show more

. 16min 10sec

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