The Hyperscalers Are Hyper-Spending
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? (00:14) Asit Sharma and Mary Long break down ea...
30 Tammi 202522min
Starbucks' Slow Drip Recovery
New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic. (00:14) Anthony Schiavone and Dylan Lewis discuss: - The market’s very upbeat reaction to Starbucks’ fairly lack...
29 Tammi 202528min
JetBlue Has Jet Lag
The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around? (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds...
28 Tammi 202529min
DeepSeek and AI’s Efficiency Era
The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app t...
27 Tammi 202532min
How Nvidia Changed the World
There’s more to the legendary chipmaker than its tech stack. Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel intervie...
25 Tammi 202530min
S&P 500: New Highs, Same Valuation Questions
At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and...
24 Tammi 202540min
AI Gets Star Power
...as if it didn’t have enough already! (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE ...
23 Tammi 202531min
Party On Netflix!
Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years? (00:14) Jim Gillies and Dylan Le...
22 Tammi 202529min
