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Google Banks Ads, Chipotle Eyes Mexico

2025/4/25
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Motley Fool Money
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A
Asit Sharma
金融分析师，专注于市场趋势和公司表现分析。
J
Jason Moser
作为 Motley Fool 高级分析师，Jason Moser 专注于提供深入的财经分析和投资建议。
M
Malcolm Ethridge
Topics
Asit Sharma: Alphabet 第一季度财报显示广告业务强劲增长，盈利能力良好，尽管面临AI竞争和反垄断诉讼。广告业务增长健康，并有效利用生成式AI保持用户参与度并帮助广告商触及客户。Alphabet 正在大力投资数据中心和AI基础设施，导致折旧费用增加，这可能会影响短期盈利。 Jason Moser: 如果Alphabet被拆分，云计算部门和Gemini AI等创新业务将是最具吸引力的部分。 Asit Sharma: 特斯拉第一季度业绩不佳，但埃隆·马斯克承诺将更多精力放在特斯拉上，市场对此反应积极。特斯拉未来发展战略（自动驾驶和机器人）的资金需求可能面临挑战，因为其现金流可能因需求下降而减少。 Jason Moser: Chipotle 第一季度同店销售额下降，尽管整体销售额增长，这表明公司面临挑战。Chipotle 正在关注提高餐厅效率和顾客吞吐量，以应对销售增长放缓。

Deep Dive

Shownotes Transcript

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.

(00:21) Jason Moser and Asit Sharma discuss:

  • Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.

  • Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.

  • Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.

(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.

(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.

Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Malcolm Ethridge

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices)