The FinanceNow Podcast - "Year of Efficiency" Paid Dividends

"Year of Efficiency" Paid Dividends

02/03/24 • 21 min

In this episode, I start by talking about the FOMC meeting, likelihood of higher rates for longer and why there's no real need for the Fed to cut rates in March. I move on to discussing some earnings from the semiconductor sector, discussing ASML, Intel and AMD and then I end with Big Tech. I go through Amazons impressive Q4 earnings as well as the story of the week, Meta Platforms.

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Netflix Wants More

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In this episode I talk about Netflix's outstanding earnings and how they've cemented their position as leaders in the streaming space. I also talk about their WWE Raw deal and what this means for content and potential future live sports streaming for the platform. I also talk about Comcasts surprise earnings and the strength of their growing peacock, NBCUniversal and theme parks business . I end with Tesla's disappointing quarter and year overall. A glum outlook for 2024 leaves little room for excitement in investors/shareholders.

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Disney's Epic Quarter

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In this episode I talk about earnings from PLTR and ARM and how the growth of AI as an industry spurs their growth. I also talk about RBLX and how I believe that it's more of an AI play than many may believe. I talk about PYPLs recent earnings, their layoffs and potential 2024 "turnaround year". I end discussing DIS, their blowout earnings, investment into Epic Games and scope for a continued comeback.