Oil Shocks and the AI Gauntlet - AMZN, MSFT, META, GOOGL and QCOM

The episode discusses the impact of oil shocks and AI on major tech companies. Alphabet (GOOGL) showed strong performance, while Meta (META) and Amazon (AMZN) faced challenges despite revenue growth due to significant capital expenditures.

Mentioned

topics

• oil shocks
• ai
• capital expenditures

companys

• Amazon
• Meta
• Microsoft
• Alphabet
• Qualcomm

tickers

• AMZN
• MSFT
• META
• GOOGL
• QCOM

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