In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans.

They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends.

The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges.

Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT

Watch the full video on Our New Youtube Channel!

Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race&mdash;and what it could mean for shareholders. They break down Alphabet&rsquo;s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to &ldquo;own the transaction layer&rdquo; online), but also debate the market&rsquo;s unease as buybacks take a back seat to massive capex plans.
They then unpack why S&amp;P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends.
The episode wraps with Amazon&rsquo;s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed&rsquo;s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify&rsquo;s margin and free-cash-flow surge&mdash;plus the competitive threat from YouTube Premium as pricing converges.
Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT
Watch the full video on <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

The Canadian Investor

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.