In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms raceâand what it could mean for shareholders. They break down Alphabetâs blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to âown the transaction layerâ online), but also debate the marketâs unease as buybacks take a back seat to massive capex plans.
They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends.
The episode wraps with Amazonâs strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeedâs worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotifyâs margin and free-cash-flow surgeâplus the competitive threat from YouTube Premium as pricing converges.
Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT
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