Big Tech’s $300B Spending Spree
DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon...
7 Feb 202540min
Americans Take Weight-Loss Drugs, Eat Salty Snacks
Two things can be true. (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - ...
6 Feb 202528min
How Do You Value Alphabet?
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them work...
5 Feb 202533min
Your Political Brain vs. Your Investing Decisions
Think you know how the trade wars will shake out? Don’t bet on it. (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariffs in Canada. - Separating your political ideas from ...
4 Feb 202527min
Global Trade, Tariffs, AI Efforts
The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma and Dylan Lewis discuss: - The Trump Administratio...
3 Feb 202533min
What Does Masayoshi Son Want?
The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But w...
1 Feb 202530min
DeepSeek Disrupts, Big Tech Responds
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss: - The sho...
31 Jan 202539min
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 Jan 202522min
