In Episode 71 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reevaluates Alphabet (Google) through the BMPB framework, highlighting the company’s dominance in search, advertising, and cloud services and Gemini’s competitive AI position. He reviews Google’s consistent revenue growth, exceptional margins, and robust free cash flow of $73 billion. Leadership under Sundar Pichai has driven bold innovation efforts, such as Project Sun Catcher and TPU chips, and has emphasized the company’s efforts to strengthen regulatory clarity and competitive positioning. With a reasonable 26x forward PE and an exceptional balance sheet, Professor Lake reflects that Alphabet remains well-positioned for long-term investment success in the AI era.

Send us your feedback

Support the show

More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
Instagram: https://www.instagram.com/gwinvestmentinstitute/
LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 70 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, highlighting Microsoft, Nvidia, and Anthropic’s major AI partnership, rising investment pressures across the sector, and comments from Google’s Sundar Pichai on a potential AI bubble. He also notes Jeff Bezos’s Prometheus venture, an upcoming Saudi Arabia state visit tied to a possible F-35 deal, expectations for Nvidia’s earnings, and the continued outsized influence of the Mag Seven. Lake reviews the strong one-, three-, and ten-year returns of the S&P 500 and Nasdaq, examines the stubbornly high 10-year Treasury yield and its impact on mortgages and homebuilding, and mentions Bitcoin’s recent pullback, ultimately encouraging investors to stay focused on long-term fundamentals, earnings growth, inflation trends, and key AI developments as markets continue to deliver exceptional multi-year performance.

Send us your feedback

Support the show

More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
Instagram: https://www.instagram.com/gwinvestmentinstitute/
LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 69 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines earnings from Alphabet, Microsoft, and Berkshire Hathaway. He highlights Alphabet’s standout quarter, backed by strong advertising, rapid Google Cloud growth, and significant AI investment. Microsoft also reports impressive results with Azure’s continued momentum, substantial AI-driven CapEx, and a notable 27% stake in OpenAI under Satya Nadella’s strong leadership. Berkshire Hathaway, positioned as a “contra-AI trade,” spotlights their $380B cash pile, steady operating businesses, and the upcoming leadership transition from Warren Buffett to Greg Abel. This week, Professor Lake emphasizes valuation context, balance-sheet health, and why these companies matter for investors.

Send us your feedback

Support the show

More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
Instagram: https://www.instagram.com/gwinvestmentinstitute/
LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.