Big Tech’s $300B Spending Spree

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 7 February 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025. - PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world. (19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling. (33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber. Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	What's $300 billion in CAPX between big tech friends?
0:08.4	This week's Motleyful Money Radio show starts now.
0:14.6	Everybody needs money.
0:20.8	That's why they call it money.
0:23.0	The best things in life are free,
0:26.2	but you can give them to the pros and bees.
0:29.6	I need money.
0:29.9	From Fool Global Headquarters, this is Motley Fool Money.
0:33.4	It's the Motleyful Money Radio show.
0:34.8	I'm Dylan Lewis.
0:35.5	Joining me over the Airwaves,
0:36.4	Motlepool senior analyst Jasoner, and Ron Gross.
0:39.5	Fools, great to have you both here with me.
0:41.8	How you doing, Dylan?
0:42.7	Hey, hey.
0:43.5	I'm excited because we have a little bit of a Super Bowl sports betting preview on today show.
0:48.0	How could we not?
0:49.4	But we also have a look at earnings, the good, the bad, the capital expenditure intensive. And we have,
0:55.9	of course, stocks on our radar coming at you this week. We are going to kick off, though,
0:59.9	looking at the big macro. And Ron, I'm going straight to you on this one. We've got some
1:04.4	fresh jobs data this week. What kind of picture is it painting for the labor market?
1:09.6	You know, I think it was a mixed report, which means there was something for everyone here in this report.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.