Broadcom’s CEO said What?

Broadcom’s CEO said What?

Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom’s earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort’s attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2335)

Do AI Moats Exist?

Do AI Moats Exist?

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have ...

16 Sep 20min

When the Government Becomes Your Co-investor

When the Government Becomes Your Co-investor

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take act...

15 Sep 28min

AI Leaders Want to Slow Down Development For…

AI Leaders Want to Slow Down Development For…

The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, ther...

14 Sep 27min

Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do

Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do

Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Foo...

13 Sep 19min

Three Lesser-Known But Powerful 401(k) Features

Three Lesser-Known But Powerful 401(k) Features

In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be comple...

12 Sep 15min

Apple Folds & Meta Muses

Apple Folds & Meta Muses

Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It’s a personal assistant that can read your email, update your calendar, and do tasks in the background. But will co...

11 Sep 40min

Apple Launches New Products in Time for New CEO

Apple Launches New Products in Time for New CEO

While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the busines...

10 Sep 28min

Meta Has Its Muse

Meta Has Its Muse

Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your cale...

10 Sep 19min

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