What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
The Rundown23 Marras 2025

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)

Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour billions into GPUs even as investors panic.

They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happens when hyperscalers start borrowing real money to ramp capex. Plus: why Oracle might actually be betting the company, and Doug’s call on when OpenAI could IPO.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(708)

How Space Is Unlocking New AI Markets (ft. Planet Labs CEO)

How Space Is Unlocking New AI Markets (ft. Planet Labs CEO)

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world da...

10 Touko 25min

Deep Dive: Are Chip Stocks in a Bubble?

Deep Dive: Are Chip Stocks in a Bubble?

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Inte...

9 Touko 18min

CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce

CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce

Market update for Friday May 8, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reacti...

8 Touko 10min

Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off

Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off

Market update for Thursday May 7, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reac...

7 Touko 10min

AMD Soars on AI Demand, Corning gets $500M from Nvidia

AMD Soars on AI Demand, Corning gets $500M from Nvidia

Market update for Wednesday May 6, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

6 Touko 10min

Palantir Crushes Earnings, Apple in Talks with Intel

Palantir Crushes Earnings, Apple in Talks with Intel

Market update for Tuesday May 5, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant react...

5 Touko 10min

Spirit Airlines Shuts Down, GameStop Makes $56B Bid for eBay

Spirit Airlines Shuts Down, GameStop Makes $56B Bid for eBay

Market update for Monday May 4, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reacti...

4 Touko 10min

Investing Is Entering the Agentic AI Era (ft. Public.com CEO)

Investing Is Entering the Agentic AI Era (ft. Public.com CEO)

Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, anal...

3 Touko 26min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
rss-rahamania
pomojen-suusta
hyva-paha-johtaminen
rss-sami-miettinen-neuvottelija
sijoituspodi
rss-lahtijat
rss-lentopaivakirjat
ostan-asuntoja-podcast
rahapuhetta
oppimisen-psykologia
asuntoasiaa-paivakirjat
rss-kaikki-koroista
rss-sisalto-kuntoon
rss-yritys-ja-erehdys
rss-set-for-life-sijoita-ja-vaurastu