Market Maker

MM063: The best & worst of the mega-cap tech earnings this week


Listen Later

Much to talk about this week, but Piers and I thought we would unpack what has been a busy week in US corporate earnings. 


In fact, Apple, Microsoft, Amazon, and Alphabet alone have a combined market value of about $8trl and makeup one-fifth of the weight of the S&P 500. So how they perform has a direct consequence on the US stock market and gives investors some clues on how the period ahead may unfold.


We look at each one of the tech giants in detail and discuss the good, the bad, and the ugly. We explain how Apple is quickly becoming a safe-haven asset and why stock buybacks are so popular for technology stocks.


Finally, we also couldn't go a full episode without at least one nod to the macro environment, so Piers gives a great breakdown of why the unexpected drop in US GDP this week is perhaps not cause for concern just yet!


Sign up for our daily Market Maker newsletter https://amplifyme.com/market-maker


Take part in our next free Finance Accelerator simulation https://amplifyme.com/course/finance-accelerator

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Market MakerBy AmplifyME

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

22 ratings


More shows like Market Maker

View all
Exchanges by Goldman Sachs

Exchanges

991 Listeners

M&A Science by Kison Patel

M&A Science

124 Listeners

Behind the Money by Financial Times

Behind the Money

225 Listeners

FT News Briefing by Financial Times

FT News Briefing

685 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

181 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,267 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

144 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

22 Listeners

Bloomberg Daybreak: Europe Edition by Bloomberg

Bloomberg Daybreak: Europe Edition

2 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

26 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

148 Listeners

The Economics Show by Financial Times

The Economics Show

123 Listeners