{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY? ","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/69d73b5934b90cef2bd16288/1784177845183-94ca0e20-87a5-4926-826d-0b3f908d62a6.jpeg?height=200","description":"

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


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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.  


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Want more from Buy or Sell host Ally? Check out Basis Points




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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people

today.


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Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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