Episode Details

Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks on our radar.

Travis Hoium, Lou Whiteman, and Jason Hall discuss:

- Alphabet’s Free Cash Flow

- Who Blinks?

- Tesla’s Stock Drop

- The Price Is Right

- Intel’s Earnings

- Stocks On Our Radar

Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims & Hers (HIMS), Palantir (PLTR).

Host: Travis Hoium

Guests: Lou Whiteman, Jason Hall

Engineer: Dan Boyd

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