19 min listen
Big Tech: AI, Devices, and Dividends
ratings:
Length:
41 minutes
Released:
Feb 2, 2024
Format:
Podcast episode
Description
A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.
(00:21) Bill Mann and Jason Moser discuss:
- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.
- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.
(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..
(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.
Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
(00:21) Bill Mann and Jason Moser discuss:
- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.
- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.
(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..
(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.
Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Feb 2, 2024
Format:
Podcast episode
Titles in the series (100)
Motley Fool Money: 06.12.2009: Does a new CEO at Palm mean trouble for competitors like Apple and Research In Motion? What does the new “compensation czar” have in store for companies like Bank of America and Citigroup? And did you hear the one about the two guys caught... by Motley Fool Money