Tech titans boost Q3 US earnings
We talk to Devon Funds Head of Retail Greg Smith about the influence of the tech titans or Magnificent Seven such as Amazon, Alphabet, Meta and Microsoft on the US earnings season which has a positive economic vibe thus far.
This conversation also looks at the sectors still to report such as retail and more traditional stocks which are benefiting from consumers continuing to spend but trade down— think eating Macca’s instead of fine dining. Plus what’s ‘streamflation’?
Brought to you by Sharesies, with BusinessDesk
Shared Lunch is hosted by BusinessDesk journalists including Frances Cook.
Each week, we’ll alternate between an interview with a company leader and an industry deep dive.
Tune in on YouTube to watch or subscribe to the podcast on Spotify, Google Podcasts, or Apple Podcasts.
Ok, now for the legal bit
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