Big Tech Earnings: The "Profitability" Test
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 January 2026
⏱️ 48 minutes
🧾️ Download transcript
Summary
As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.
Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider Electric S.E. (SBGSY), State Street Energy Select Sector SPDR ETF (XLE), F5, Inc. (FFIV), “Big Tech Earnings: The "Profitability" Test”, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Capital One Financial Corporation (COF), The U.S. Economy.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:37.8 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:42.0 | This is our Friday, January 23rd, 2026 edition of InvestTalk. |
| 0:47.3 | And we've closed another week. |
| 0:50.1 | It's only the third full week of the year, but a lot has happened. |
| 0:54.5 | The dollar is rolling over big time. |
| 0:57.1 | You're seeing gold, silver, continue to rally. |
| 1:00.4 | Geopolitical tensions continue to rise and you're getting protests on the street. |
| 1:05.6 | So a lot happening in today's world. |
| 1:09.2 | And we are here to unpack all of it. |
| 1:11.8 | I want to hear your questions about whatever is on your mind money related is it a particular sector a particular company asset class |
| 1:18.5 | maybe it's a comment of what's happening in the world of where it's headed whatever is on your |
| 1:23.8 | mind give us a call 8 to 899 chart is go through and ask your question on today's show. |
| 1:30.3 | Now, in just a bit, we'll talk about today's mark performance and run down the show topics |
| 1:36.0 | that we'll hit on for the hour. |
| 1:37.7 | But as usual, we'll tackle this caller question now. |
| 1:40.5 | Hey, Justin, Luke. |
| 1:41.6 | It's John from Georgia. |
| 1:43.5 | I was just wondering what you guys thought about Lulu Lemon. I know it's been falling for a while. I was wondering what a good price point would be to pick it up or if it's even worth picking up. Thank you for everything. All right, looking at Lulu Lemon. I think I need to explain what they do. One of the largest athleisure names out there, $21 billion market cap. |
| 2:03.1 | And it was a darling for a while. But growth is slowed and actually is turned negative. |
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