Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.((Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan LewisGuests: Jason Moser, Asit Sharma, Malcolm EthridgeEngineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices