How Much Bigger Can the Tech Giants Grow?

In this segment of the Motley Fool Money podcast, host Chris Hill, Million Dollar Portfolio's Jason Moser and Matt Argersinger, and Motley Fool Pro and Options' Jeff Fischer break down the stories of Amazon.com (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), and Microsoft (NASDAQ: MSFT), and they continue to be page-turners.

For Amazon, revenue last quarter was up 34%, retail sales were up 22% year over year, AWS revenue was up 42%, and its high-margin segments are growing by leaps and bounds. How much longer can the e-commerce leader keep up this pace? And how big are its opportunities in areas like the online pharmacy business? Meanwhile, Alphabet is growing across the board, and at an accelerating rate; and thanks to Google's skinny TV bundles and YouTube streaming, people are spending a lot more time watching its video content -- but yes, there was a minor smudge in this shiny report, related to its mobile penetration. And as for Microsoft, it's continuing to use the cloud to power its renaissance. But if you think that means that its PC-related business has to be declining, think again. (These Fools give a lot of credit to the man at the top, CEO Satya Nadella.) So here's the real question: All of these stocks have just set new highs. Which, if any, are still solid buys at these levels?

A full transcript follows the video.

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Source: Fool.com