As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in Magic Markets Premium in the past year, including recent shows on Meta, Amazon and Apple.
The fight for eyeballs is dominating this industry. The “attention economy” is lucrative and technology platforms have found various ways to monetise it, ranging from advertising to subscription business models.
If you are interested in uncommon insights, then this show is for you. Instead of focusing on the obvious elements of Big Tech earnings, we highlight some of the trends and themes that can only be identified through doing detailed research.
Like what you heard this week? Join us in Magic Markets Premium for an even greater in-depth look at some of the companies mentioned. Click on the banner below.
If you can imagine the worst possible year for anything, then you’re starting to understand what 2022 was like for investors in growth stocks....
With lightning-fast developments in AI on everyone's lips, figuring out where to play in this value chain is no mean feat. Will the hyperscalers...
The concept of "shovels in the gold rush" is really useful in investing, as it speaks directly to thematic opportunities where the approach is...
