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Big Tech, Big Payments, Big Burrito

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Manage episode 361957102 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A huge week for earnings reveals a theme for investors: bigger is better

(0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle

(19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting.

(31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare.

Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry Producer: Ricky Mulvey Engineer: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1525 episodes

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Big Tech, Big Payments, Big Burrito

Motley Fool Money

11,742 subscribers

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Manage episode 361957102 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A huge week for earnings reveals a theme for investors: bigger is better

(0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle

(19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting.

(31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare.

Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry Producer: Ricky Mulvey Engineer: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1525 episodes

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