Boardroom Talk: BN Portfolio Mag7 shine brightly in Q1

About this episode

Alec Hogg discusses the quarterly results of major tech companies and their implications for investors.

In this episode of Boardroom Talk, BizNews editor Alec Hogg unpacks a blockbuster night for global tech investors, with Alphabet, Meta and Amazon all reporting quarterly results. Held in the BizNews Ricardo US dollar portfolio, the three tech titans reveal how artificial intelligence has shifted from promise to hard infrastructure — and hard spending. Hogg explains what booming cloud revenues, massive AI capex, inflated paper gains and resilient core businesses mean for South African investors with offshore exposure.

People in this episode

Host: Alec Hogg

Topics covered

• global tech investors
• quarterly results
• artificial intelligence
• cloud revenues
• South African investors

Keywords

• Alphabet
• Meta
• Amazon
• artificial intelligence
• cloud revenues
• investing
• BizNews

Mentioned in this episode

Organizations: Alphabet, Meta, Amazon, BizNews

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