‘They sell the big hot dogs’: The companies that hyperscalers trail in valuations

Yahoo Finance Executive Editor Brian Sozzi walks through a chart showing Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL) (GOOG), Meta (META), and Oracle (ORCL) trading at lower forward P/E multiples than consumer staples and retailers like Costco (COST), Walmart (WMT), Coca-Cola (KO), and Home Depot (HD). Video Transcript 00:00 Speaker A I want to start with this one. and this is a really, really good chart. I just came across this this morning as I was getting my day going, prepping for a lot of stuff, and it's from the team over at Boring Biz and and they're using data from S&P Global Market Intelligence. 00:15 Speaker A And this just shows some of the valuation disparities. And I'm just going to point to this.