Big Tech: AI, Devices, and Dividends

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 2 February 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. (19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry.. (35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy. Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ah, the world of big tech. Flashy devices, ad businesses and dividends.
0:10.0	Mountly Full Money, starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best things in a life are free. but you can give them to the pros and
0:35.8	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Money Radio Show. I'm Dylan Lewis.
0:42.6	Joining me in the studio, Motley Full Senior Analysts,
0:45.1	Jason Moser and Bill Mann.
0:46.8	Gentlemen, great to have you both here.
0:48.2	That's true.
0:49.2	We've got earnings updates from Big Tech,
0:51.2	two stories that have us checking in on the panic meter, and insights
0:54.8	from a CEO that's led his company and shareholders to 3,000% returns in his tenure.
1:00.5	We're going to kick off with the Big Tech beat.
1:02.4	Massive Week for Earn earnings. We have
1:04.0	updates from Apple, Meta, Amazon, Microsoft, and more. Jason, growth is back at the
1:10.8	second largest company in the world.
1:12.6	Apple reported top-line growth for the first time in over a year in its holiday quarter
1:16.6	results.
1:17.6	What got the company back on track?
1:18.6	I feel like that second largest company was a little bit of a jazz.
	...

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