About this episode

The episode discusses whether major tech companies like Google, Meta, Amazon, and Microsoft are still good investment choices amidst the AI boom.

Are the hyperscalers all hype? Or are investors hopes well placed? We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts. Stocks Mentioned: Alphabet (NASDAQ: GOOGL) Meta Platforms (NASDAQ: META) Amazon (NASDAQ: AMZN) Microsoft (NASDAQ: MSFT) Chapters: 00:00 Introduction 00:55 Alphabet: Buy Despite Spending 03:23 Meta: Monetization Debate 07:51 Amazon's Massive AI Bet 09:42 Can Hyperscalers Keep Winning? 11:57 Compute vs Models Debate 13:39 Microsoft's AI Crossroads ——— Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates . Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing. A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.    ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) Want more from Buy or Sell host…

People in this episode

Host: Ally

Guests: Sam Ruiz, Alex Pollak

Topics covered

• hyperscalers
• AI
• investing
• stock analysis
• technology companies

Keywords

• Google
• Meta
• Amazon
• Microsoft
• investing
• AI
• stocks
• hyperscalers

Sponsors

bitcoin.com.au

Mentioned in this episode

Organizations: T Rowe Price, Loftus Peak

Products: Alphabet, Meta Platforms, Amazon, Microsoft

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