Show Notes
What does SteveD think about when he wakes up in the morning? Find out on this week’s PlayingFTSE Show!
It’s been quite the week in the stock market. But which Steve has been busy, and which has been biding his time waiting for an opportunity?
Alphabet posted some outstanding results for the fourth quarter of 2025. Cloud growth is rapid and search is going from strength to strength boosted by Gemini.
The stock fell, though, on news of a big capex spend somewhere between $175 and $185bn for this year. Is that too much (and why is the firm still paying a dividend)?
Amazon shares dropped 10% after news of a $200bn capex spend. But Steve W doesn’t think that’s a huge amount in the context of AWS’s Q4 revenues.
Analysts at D.A. Davidson don’t agree, though. They think the company is faltering and being left behind by competitors – does Steve D agree?
It's been a long time since we talked about Atlassian. But the stock has been caught up in the SAAS selloff this week and Steve D thinks it's time to look again.
What would it take for an AI newcomer to do serious damage to an incumbent software company? Or is this a huge buying opportunity in the sector?
Only on this week's PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 9:11 ALPHABET EARNINGS 31:28 AMAZON 50:07 ATLASSIAN ► Show Notes:
What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy
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