The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:24) Alphabet&#x27;s Impressive Performance (09:31) Apple&#x27;s Revenue Growth and Challenges (15:00) Amazon&#x27;s Strong Results and Market Position (21:35) Depreciation Trends in Big Tech (24:36) Reddit&#x27;s Revival and Monetization Potential (29:48) Starbucks&#x27; Recovery and Market Strategies (32:55) Earnings Insights: Visa and American Express Growth (36:57) Real Brokerage and Remax Merger Analysis (42:18) Defense Budget and Autonomous Warfare Investments (46:02) Market Reactions to Earnings Reports (57:41) Consumer Trends: Fast Food vs. Grocery Performance (01:01:45) Future Watchlist: Companies to Keep an Eye On ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL

Chit Chat Stocks

# Full Transcript

**Podcast:** Chit Chat Stocks

## Participants

- **Ryan Henderson** (Chit Chat Stocks)
- **Brett Schaefer** (Chit Chat Stocks)

## Transcript

For the past three years, IBKR individual clients averaged 24.3% annually, beating the S&P 500s 23.1%. Lower costs and 170 plus global markets matter. Interactive Brokers, member SIPC. Visit ibkr.com slash performance.

Welcome to Chit Chat Stocks, the podcast that helps you find your next great investment. I'm one of your hosts, Ryan Henderson, and I am joined as always by the one and only Brett Schaefer. We are in the heart of it. It's that time of the quarter. Big tech earnings were this week. Actually quite the long day yesterday for anyone following big tech.

We had Amazon, Meta, Google, and Microsoft all reporting after hours at the same time. That might be the first time that much market cap has ever aligned on the same day. Bad scheduling. Bad planning by IR teams and Wall Street on that one. Yeah, yeah. I'm thinking maybe those IR teams should work together and break it up a little bit. But we've got a full earnings palooza.

We're going to talk a whole bunch of different companies. I mean, this is probably the busiest week of the quarter. We've got Starbucks, Visa, Spotify, Apple also reported as of, I think, 30 minutes ago, and plenty of others as well. So I guess before we get in, if you enjoy the show, please, please, please leave us a review. It helps a ton. Brett, where do you want to start?

Brett. Well, I want to tease things with next week, actually. Well, we'll be recording it next week, but the week after, both of us are going to be out of the office. We're not going to do one of the subbed power hours. I will be on vacation. Ryan is going to be in wonderful Toronto, which I'm sure, hey, probably pretty nice in May. Honestly, I'm sure the weather's going to be great working with fiscal AI.

But we're going to do a special show in lieu of the investing power hours since there's so many small cap of the weeks people recommend them. We're going to basically do a full episode of small caps of the week. I think we'll probably do 10 of them, five minutes each, hour-long episodes. So look for that. Not doing a live show in two weeks. But yeah, why don't we just kick things out with Big Tech? I made some nice depreciation charts that I think can help with the discussion.

Not as bad as I thought, but they are increasing for some of their earnings. Yeah. What do we want to start with, the best report or the worst report? Let's do the best. Alphabet. On the way, you're still a shareholder, correct? I am. Not a huge position for me. I think it's like a 3% position. But I mean, great report nonetheless. Actually, of all the big tech stocks I own, I think I own the two that were up after earnings unless Apple's up.

I haven't checked. But Alphabet, yeah, the numbers were honestly remarkable. I'll just go through some of the headline numbers and you can stop me wherever you want....

AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.