Big Tech Earnings: The "Profitability" Test episode artwork

EPISODE · Jan 24, 2026 · 46 MIN

Big Tech Earnings: The "Profitability" Test

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider Electric S.E. (SBGSY), State Street Energy Select Sector SPDR ETF (XLE), F5, Inc. (FFIV), “Big Tech Earnings: The "Profitability" Test”, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Capital One Financial Corporation (COF), The U.S. Economy.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Episode metadata supplied by the publisher feed · Published Jan 24, 2026

Embed this episode

NOW PLAYING

Big Tech Earnings: The "Profitability" Test

0:00 46:09

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of InvestTalk?

This episode is 46 minutes long.

When was this InvestTalk episode published?

This episode was published on January 24, 2026.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this InvestTalk episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!