Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
But the news is that just five minutes ago, the Federal Reserve has kept interest rates on hold at a range of 3.5% to 3.75% at Wednesday's meeting.
And Jerome Powell is giving a speech in just 30 minutes at 2.30 Eastern.
Then at 4 p.m., Google earnings, Amazon earnings, Meta earnings, and Microsoft earnings
It is a massive debt.
No big deal.
But people are optimistic.
Semi-analysis put out a note this morning, according to YC, yield Chad, expecting hyperscaler CapEx to be revised upwards and beat street expectations as hyperscaler cloud revenue is accelerating and they are seeing positive ROI on cloud investments.
I can sort of go through my earnings preview.
It's a tech earnings quad kill today.
And the big question is just how is the AI build out going?
Obviously,
The CapEx numbers were huge.
The first time ever we've seen a $200 billion number from Amazon last quarter.
But everyone's up in the – is there even a word for triple?
It's like, what, 11 digits or something like that?
A hundred billions.
A lot of digits.
Everyone's spending at least $100 billion these days, at least if you're in the MAG-7.
Yeah.
But financial performance has actually been strong even in sort of legacy areas such as search, Google search is growing, e-commerce sales, Amazon core business is growing, enterprise software seats, Microsoft 365.
Showing 21–40 of 1,798 · page 2 of 90
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