Who in Big Tech Is Ready for Agentic AI?
View original at nasdaq.comWho in Big Tech Is Ready for Agentic AI? In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Amazon goes after Perplexity's agents.Meta's scattered AI strategy.Oracle's earnings…
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Oracle is essentially an AI construction company right now racing to plug in chips faster than the competition
60% confidenceAlphabet has spent about $40 billion on AI related acquisitions
60% confidenceIf third party AI becomes the primary shopping interface, Amazon's advertising mode could start to dry up
60% confidenceOracle's debt of $135 billion is about two times sales and five times EBITDA, which is not unreasonable
60% confidenceOracle is seeing its highest growth in 15 years but it's coming at a staggering cost
60% confidenceAI agents are tireless shoppers that won't be distracted by deals or browse sponsored results that fuel Amazon's advertising machine
60% confidenceMeta has all the cash in the world and is using it to assemble the brightest minds they can
60% confidenceIf you invested $1,000 in Nvidia on April 15, 2005, you'd have $1,026,987 as of March 28, 2026
60% confidenceMeta is struggling to develop what they need in house and have found that acquiring outside talent is the best move
60% confidenceMoltbook is essentially allowing people and bots to communicate with AI agents in natural language through chat apps
60% confidenceThis is more of an admission that the AI strategy is pivoting toward autonomous agents
60% confidenceOracle is betting they can convert the significant backlog into high margin profits before interest on debt catches up
60% confidenceMeta's next act isn't just smarter chatbots, it's a whole infrastructure for AI agents to interact and transact
60% confidenceThe 10 best stocks for investors to buy now don't include Meta Platforms
60% confidenceThe status quo benefits Amazon and it makes sense to preserve it as long as possible
60% confidenceUntil AI models are big enough to force the issue, retailers like Amazon have no incentive to give in to Perplexity
60% confidenceA lot of Oracle's RPO customers may not know if they need all the capacity they've secured
60% confidenceInstant and complete comparison shopping could be the killer app for consumers
60% confidenceMeta's desperate attempts to get users to use their AI are pretty pathetic right now
60% confidenceIf you invested $1,000 in Netflix on December 17, 2004, you'd have $503,861 as of March 28, 2026
60% confidenceMeta doesn't know how to get customers to pay for what they're building outside of in-house improvements
60% confidenceWhen a shift happens, the incumbent usually isn't the beneficiary
60% confidenceIf Oracle can go from $60 billion revenue now to $90 billion in 2027, that's really good
60% confidenceThe facts on the ground for Oracle right now are really good and the stock is reflecting that
60% confidenceAmazon's entire flywheel is built on owning the entire commerce journey from first search to package delivery
60% confidence
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