5 AI Stocks That Could Benefit From the Stargate's $500 Billion Vision

5 AI Stocks That Could Benefit From the Stargate's $500 Billion Vision

David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explore OpenAI’s newly unveiled “Operator” tool, how it stacks up against Anthropic’s agent release, a...

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The AI Industry’s Biggest Fear Is Becoming Real: What You Need To Know

The AI Industry’s Biggest Fear Is Becoming Real: What You Need To Know

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. ...

17 Syys 59min

Your Guide To 2027's Best AI Stocks Has Arrived!

Your Guide To 2027's Best AI Stocks Has Arrived!

Finding the real AI winners in a flooded market can be extremely time consuming and difficult. Fortunately, Eric Bleeker the co-host of The AI Investor Podcast has you covered. During a recent present...

11 Syys 1h 45min

A Tale Of 3 Stocks - Credo, Broadcom and Snowflake

A Tale Of 3 Stocks - Credo, Broadcom and Snowflake

In the latest episode of The AI Investor Podcast, co-host Eric Bleeker placed several stocks, including Credo, Broadcom and Snowflake under his microscope to examine each a little more closely. He als...

3 Syys 41min

New Chip From OpenAI, The Marvell Home Run Nobody Noticed and Stocks That Could Benefit From CXL

New Chip From OpenAI, The Marvell Home Run Nobody Noticed and Stocks That Could Benefit From CXL

Marvell has been in the news lately thanks to its recent partnership with Alphabet, but as Eric Bleeker notes in this episode of The AI Investor Podcast, there's an older deal that was reached by the ...

27 Elo 52min

Moderna's Record-Breaking Day, Marvell’s $120B Google Deal, Sandisk News and Q & A

Moderna's Record-Breaking Day, Marvell’s $120B Google Deal, Sandisk News and Q & A

AI volatility is back, but underneath the market noise, a massive new growth cycle is emerging thanks to major AI developments in healthcare. We'll be breaking that down in this episode of The AI Inve...

20 Elo 1h 1min

A New Portfolio Add In Our Most Important Episode Of The Year

A New Portfolio Add In Our Most Important Episode Of The Year

Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companie...

12 Elo 1h 16min

Should Ban Pass, These 4 Stocks Will Benefit

Should Ban Pass, These 4 Stocks Will Benefit

August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting wa...

6 Elo 55min

Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for diff...

30 Heinä 1h 9min

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