AI’s ROI
In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. ...
22 Kesä 202431min
Millions, Billions, Trillions for Nvidia
Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - ...
21 Kesä 202440min
Our Listeners Can Fix Cracker Barrel
Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic. (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review t...
20 Kesä 202429min
Fisker: No Gas, All Brakes
Sometimes, a billion bucks just isn’t enough to kickstart the engine. (00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet. Then, at (17:22), Ailson...
18 Kesä 202430min
Activists at Autodesk’s Door
Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice. (00:21) Tim Beyers ...
17 Kesä 202429min
Meet the Fool: Jason Moser
Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too. Jason Moser is a Senior Analyst at The Motley Foo...
16 Kesä 202420min
Meet the Fool: Asit Sharma
How do you go from writing poetry to reading 10Ks for a living? Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long abo...
15 Kesä 202419min
Apple Shows Intelligence, Fed Signals Caution
Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 . (00:21) Ja...
14 Kesä 202440min
