Barron's associate editor, Al Root, sits down with The 8:30 Hosts Julie Hyman and Jake Conley to discuss the argument that AI has caused Big Tech to morph into a business model more closely resembling utility companies, and that perhaps investors should price the sector accordingly. Video Transcript 00:00 Speaker A Alphabet has a secular issue with Google search, but because that's partly because cloud is growing. Amazon's cloud services business was spectacular. It was e-commerce. Uh Intel, the data center business is awesome, consumer PCs. Uh-oh. So it's not that the earnings were awful. Again, I'm I I feel like I'm going to be struck by lightning. It's just that it wasn't enough to support the market.
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