Alphabet (GOOGL) is the most compelling name in tech right now, notes Doug Astrop. He and Chris Wang discuss the expectations for GOOGL's earnings. Doug highlights that Google's business alone is worth the current stock price, but the company's A.I. efforts could provide an additional runway for long-term growth. Chris mentions that GOOGL is integrating A.I. elements into its core services and its aggressive cost cuts translate to margin expansion as growth has accelerated. They then go over the role of A.I. in GOOGL's earnings. They also outline media companies that could benefit from increased digital and traditional and spending including, Comcast (CMCSA), Walt Disney (DIS), Fox Corp. (FOXA), Paramount (PARA), and Warner Bros. Discovery (WBD). Finally, they look at how GOOGL is performing relative to its peers. Tune in to find out more about the stock market today.
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