Softness Ahead for Ads and Consumer Spend?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 27 October 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why. (00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now. (19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley. (30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta. Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Earnings, earnings, earnings, you want the updates?
0:07.5	We got them.
0:08.5	Motley full money starts now.
0:26.0	Everybody needs money.
0:28.1	That's why they call it money.
0:29.6	From full global headquarters, this is Motley full money.
0:40.6	It's the Motley full money radio show.
0:42.1	I'm Dylan Lewis joining me over the airwaves.
0:44.4	Motley full senior analyst Jason Moser and Emily Flippin.
0:48.2	Great to have you both here.
0:49.7	Hey, hey.
0:50.7	Hey, Dylan.
0:51.7	We've got lessons learned from FTX, stocks on our radar, and an absolute parade of earnings
0:57.0	reports.
0:58.0	That's where we're going to kick things off.
0:59.8	This is one of the biggest earnings weeks, because by sheer market cap, Jason, many of
1:04.8	the biggest companies in the world reported, and we heard from some of the big tech companies
1:09.7	this week.
1:10.7	Let's start with Amazon.
1:12.2	Shares up over 5% after its third quarter report, and one of the better market reactions
1:16.8	we've seen.
1:17.8	What jumped out to you?
	...

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