Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM)

Chit Chat Stocks · Feb 16, 2025 · 1h 4m

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:

(04:37) Capital Expenditures and AI Investments

(24:16) Match Group's New CEO and Stock Purchase

(27:29) Philip Morris Earnings and Future Outlook

(35:37) Meta's Performance and Alphabet's Misunderstanding

(39:40) Google's Cloud Growth and Investment Thesis

(44:11) Marketing Strategies and Brand Perception

(48:15) Bubble Watch: SoftBank's Ambitious AI Project

(52:43) Spotlight on Crocs: A Future Small Cap?

(59:53) Netflix's Entry into Podcasting and…