Gil Luria, D.A. Davidson managing director, joins ‘Fast Money’ to discuss the disparity between major players like Microsoft, Amazon, and Google, with low borrowing costs and high returns, versus incremental players such as Oracle, which face higher costs of capital and lower returns, raising concerns about value destruction, and more.
By: CNBC Television
Title: Big tech reaps real returns while others face risks, says D.A. Davidson’s Gil Luria
Sourced From: www.youtube.com/watch?v=R7nuZiH6Lx4
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