Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG
Fri Feb 06 2026
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:09) The Software Stock Meltdown
(04:51) Valuations and Market Reactions
(13:46) Amazon Earnings Analysis
(19:17) Alphabet's earnings
(27:34) The AI Landscape
(38:41) Bitcoin's Volatility and Market Sentiment
(48:15) SpaceX and XAI Merger Discussion
(57:30) Quick Hits: Earnings and Market Trends
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:09) The Software Stock Meltdown (04:51) Valuations and Market Reactions (13:46) Amazon Earnings Analysis (19:17) Alphabet's earnings (27:34) The AI Landscape (38:41) Bitcoin's Volatility and Market Sentiment (48:15) SpaceX and XAI Merger Discussion (57:30) Quick Hits: Earnings and Market Trends ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.