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Google Banks Ads, Chipotle Eyes Mexico

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Manage episode 479061406 series 2500334
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.

(00:21) Jason Moser and Asit Sharma discuss:

- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.

- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.

- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.

(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.

(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.

Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Malcolm Ethridge

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1833 episodes

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Google Banks Ads, Chipotle Eyes Mexico

Motley Fool Money

1,199 subscribers

published

iconShare
 
Manage episode 479061406 series 2500334
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.

(00:21) Jason Moser and Asit Sharma discuss:

- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.

- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.

- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.

(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.

(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.

Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Malcolm Ethridge

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1833 episodes

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