Mag 7's "Commitment" to Data Centers & GOOGL "Existential Crisis"
Schwab Network · Schwab Network
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Show Notes
Alphabet (GOOGL) "can be displaced entirely" if advertising revenue slows down quickly, says Kim Forrest. She explains her case for the "existential crisis" AI brings to it and other Big Tech firms. Cory Johnson adds onto Kim's case by offering clarity to the murkiness of Alphabet's earnings ahead of this week's report. That said, Cory is impressed with the amount of money Mag 7 companies are saving for AI infrastructure. He talks about the path ahead for Meta Platforms (META) and Microsoft (MSFT) after their reports.
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