Spencer Jakab
speaker
229 appearances
3 recordings
1 series
first heard Aug 2025
last heard 10 Sep
Spencer Jakab’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 — 2 in all, peaking in Sep 2026 with 1.
Appearances
Is it odd that...
The first company to cross the $4 trillion mark, very much the sort of the dean right now of the Mag7, is the arms dealer here.
And the others are shoveling money into its coffers.
So you've noted expectations are extremely high.
You really need to clear the bar by a lot for the numbers to be counted as good.
And at least one of the Mac 7, Amazon, looked briefly like the lag 7.
It fell a lot on Friday.
after reporting its earnings on Thursday evening, the specific source of disappointment was its AWS operation.
That's the part that runs data centers, not the retailer part of it.
Should investors be concerned or are their expectations getting unrealistic?
And another company, another member of the Mag 7 we haven't spoken about yet is Apple, which is a relative laggard in adopting AI.
It had a blowout quarter.
iPhone sales were surprisingly strong.
How much of that was just demand being pulled forward?
How much of that is people buying the phones or buying MacBooks because they have AI features built into them?
One thing that's so remarkable to anyone watching these companies really dominate the discussion among investors and dominate markets is just how big seven out of the 500-ish companies in the S&P 500 were.
are in terms of driving the dialogue.
The fact that their capital investment alone this year is going to be equivalent to about 1% of US GDP, which is a very large number.
Is there concern about how large they are and just sort of the difficulty of meeting expectations given their size?
There are a lot of nimble competitors around them that would like a piece of that action and some of that valuation too.
Showing 201–220 of 229 · page 11 of 12
← Previous
Next →