DeepSeek Disrupts, Big Tech Responds

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 31 January 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans. - Apple’s continued struggles to find growth with the iPhone and its China business. (19:03) The earnings rundown continues! - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.” - Visa and Mastercard show the consumer is still doing quite alright. (34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW Host: Dylan Lewis Guests: Jason Moser, Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Deep Seek isn't slowing down the AI buildout yet.
0:07.4	This week's Motleyful Money Radio show starts now.
0:18.6	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 Motley Fool Money Radio Show.
0:34.9	I'm Dylan Lewis.
0:35.5	Joining me over the Airwaves, Motley Fool's senior analyst, Jason Moser, and Asset Sharma.
0:39.9	Fools, great to have you both here.
0:41.8	Very happy to be here.
0:43.1	Hey, Dylan.
0:44.1	I'm very happy to have you guys because I think I need you guys this week.
0:50.0	So what about the other weeks?
0:51.4	Is there something to talk about?
0:53.0	I don't know. I need you all weeks, but I think this week in particular me,
0:56.8	and I think our listeners need you to kind of walk through what we saw,
1:00.4	what was a massive market shakeup related to AI.
1:03.9	We saw a big text response to that market shakeup,
1:06.3	and we're going to unpack all of that.
	...

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