Alphabet Raises Capex Bar; What’s next for Software? 2/4/26

Alphabet Raises Capex Bar; What’s next for Software? 2/4/26

  • Af
  • Episode
    • 2111
  • Published
    • 5. feb. 2026
  • Forlag
0 Anmeldelser
0
Episode
2111 of 2000
Længde
45M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

A busy earnings session puts Big Tech and software squarely in the spotlight. Alphabet headlines the night. Qualcomm, ARM, and Snap also report, adding fresh signals on chips, mobile demand, and digital advertising. Ben Reitzes, Managing Director at Melius Research, breaks down the broader software and tech landscape. Citizens’ Andrew Boone reacts to Alphabet’s results and huge capex outlook. Market positioning and investor flows discussion with Sonali Basak of iCapital and Steve Sosnick of Interactive Brokers.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


Lyt når som helst, hvor som helst

Nyd den ubegrænsede adgang til tusindvis af spændende e- og lydbøger - helt gratis

  • Lyt og læs så meget du har lyst til
  • Opdag et kæmpe bibliotek fyldt med fortællinger
  • Eksklusive titler + Mofibo Originals
  • Opsig når som helst
Prøv nu
DK - Details page - Device banner - 894x1036
Cover for Alphabet Raises Capex Bar; What’s next for Software? 2/4/26

Other podcasts you might like ...