Dow Loses Chips, Boeing Loses Money
Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? (00:21) Asit Sharma and Dylan Lewis discuss: - The latest sign of Intel’s struggles – possibly b...
3 Syys 202431min
Missing Piece of the AI Spend Puzzle
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results....
3 Syys 202439min
How to Analyze a Balance Sheet
“If you thought we were in the weeds, now we’re about to start tunneling.” Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads u...
1 Syys 202440min
The State of the AI Arms Race
When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition. Jeremy Kahn is the AI Editor a...
31 Elo 202431min
Nvidia’s “Burn the Ships” Moment
Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. - What future supercomputing systems could create. - ...
29 Elo 202427min
How Banned Chips Get to China
The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retail...
28 Elo 202425min
Is Nvidia a Vibe Stock?
In less than two years one company became the driving force of the S&P 500. That rise is unprecedented. (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results...
27 Elo 202428min
Stationary Bikes are Difficult to Turn
Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere. (00:21) Asit Sharma and Dylan Lewis discuss: - Canada’s tarif...
26 Elo 202429min
