About this episode

The episode discusses Europe's push for digital sovereignty and its implications for big tech and investment opportunities.

There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Apple fighting with the EU about Siri AI - What happens to big tech when Europe wants its own tech - Companies that could benefit from a European digital infrastructure boom - What’s the CAPE ratio and why is it flashing warning signals? - In highly valued markets, should investors look at defensive stocks? - What’s the best place to park your cash “on the sidelines”? Companies discussed: AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR, FIX, CSCO SBGSY, WM, NEE, BRK.B Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not…

People in this episode

Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

Topics covered

• Digital Sovereignty
• European Digital Infrastructure
• Big Tech Implications
• CAPE Ratio
• Investment Strategies
• Defensive Stocks
• Cash Management

Keywords

• digital infrastructure
• AI
• autonomy
• CAPE ratio
• defensive stocks
• investment
• big tech
• Europe

Mentioned in this episode

Organizations: Apple, EU, AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR

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