Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some lesser-known companies downstream that are benefitting from massive AI infrastructure spend. Finally, the team closes discussing things from the world of mergers and acquisitions.
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Tyler Crowe, Jon Quast, and Matt Frankel discuss:
-Alphabet’s spending continues to go up
-Microsoft is rewarded for having more moderate capex
-Why investors are worried about GE Vernova’s massive backlog
-Why KLA Corp has an amazing tailwind
-What could potentially be the start of a troubling trend for Sterling Infrastructure
-Rumors of Marvell Technology acquiring Lumentum and other M&A deals
Companies discussed: Alphabet (GOOG)(GOOGL), Microsoft (MSFT), GE Vernova (GEV), KLA Corp (KLAC), Sterling Infrastructure (STRL), DoorDash (DASH), Instacart (CART), Marvell Technology (MRVL), Lumentum (LITE), NextEra Energy (NEE), Dominion Energy (D), AMD (AMD)
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd
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