We've got Alphabet and Visa going in opposite directions and we've got a bull versus

bear debate over Roku.

Motley Fool Money starts now.

I'm Chris Hill joining me today, Motley Fool's Senior Analyst Bill Mann.

Thanks for being here.

We've been banished to another part of the office.

I like to think we haven't been banished.

We chose this of our own accord.

Let's start with Alphabet because it is really the dominant story in the market today.

Third quarter profits in revenue were lower than expected.

The only silver lining appears to be Google Cloud, but search YouTube, everything else came

in lower and shares of Alphabet down 7% this morning.

Which doesn't sound like all that much, but just to put things into perspective, that's

something on the order of $20 billion.

Just poof.

I'll be honest, Chris, it wasn't a terrible quarter from Google.

I think because we think of this company as being the best business model ever created

that we sometimes give it credit for somehow having sorted out business cycles.

This is the first quarter that they have ever had in which their advertising revenues dropped

a little bit.

They missed badly on the bottom line.

They hired 13,000 new employees, which you have to wonder what those 13,000 employees

...