Microsoft, Alphabet and Amazon have delivered strong cloud growth, but with Big Tech's AI spending plans reaching US$750 billion amid slowing growth in some core businesses, are investors right to be concerned? Which tech stocks offer value after the latest earnings? Meanwhile, McDonald's is preparing to report its next results. Is the fast-food giant worth buying ahead of earnings? Lance Alexander speaks with Simon Ree, founder of Tao of Trading, about Big Tech valuations, AI spending risks and the investment case for McDonald's.

See omnystudio.com/listener for privacy information.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör MONEY FM 89.3. Innehållet i podden är skapat av MONEY FM 89.3 och inte av, eller tillsammans med, Poddtoppen.