Google Doubles Down on Spending as AI Fear Returns | Prof G Markets
Автор: The Prof G Pod – Scott Galloway
Загружено: 2026-02-05
Просмотров: 31095
Описание:
Ed Elson breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications of Google doubling its capital expenditures, and what the broader tech selloff says about markets right now. Ed then unpacks Eli Lilly and Novo Nordisk’s earnings with Jared Holz, Healthcare Equity Strategist at Mizuho. He also dives into the Netflix/WBD hearing on Capitol Hill with Rohan Goswami, Business Reporter at Semafor. And finally, Ed shares his thoughts on why software stocks are getting crushed right now.
Timestamps
00:00 Today's Number
00:26 Market Vitals
01:03 Google Earnings (ft. Scott Devitt)
09:19 Ad Break
10:04 Novo Nordisk/Eli Lilly Earnings (ft. Jared Holz)
16:06 Ad Break
17:21 Netflix-WBD Testimony (ft. Rohan Goswami)
24:11 Break
24:41 Software Stocks
29:43 Credits
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