DeepSeek Disrupts, Big Tech Responds

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 shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans. - Apple’s continued struggles to find growth with the iPhone and its China business. (19:03) The earnings rundown continues! - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.” - Visa and Mastercard show the consumer is still doing quite alright. (34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW Host: Dylan Lewis Guests: Jason Moser, Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2182)

“Alexa, Let’s Go to Outer Space”

“Alexa, Let’s Go to Outer Space”

On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst...

2 Apr 21min

Oracle Lays Off 30,000 and Nike Falls Flat Once Again

Oracle Lays Off 30,000 and Nike Falls Flat Once Again

OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracl...

1 Apr 22min

Nobody Told Us This Was M&A Week

Nobody Told Us This Was M&A Week

We’re only a couple of days into the week, but we’ve already seen some large merger & acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enoug...

31 Mar 19min

Bill Ackman Says Stocks Are “Stupidly Cheap”

Bill Ackman Says Stocks Are “Stupidly Cheap”

The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from...

30 Mar 22min

A Century of Plenty: The $700 Billion AI Supercycle

A Century of Plenty: The $700 Billion AI Supercycle

What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A ...

29 Mar 28min

Find the Right Financial Planner for You

Find the Right Financial Planner for You

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner...

28 Mar 22min

How We Invest In a Falling Market

How We Invest In a Falling Market

The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets...

27 Mar 42min

A New Trend in AI is Emerging: Efficiency

A New Trend in AI is Emerging: Efficiency

The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. ...

26 Mar 22min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
rss-politisk-preik
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
utbytte
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
lederpodden
rss-sunn-okonomi
rss-pa-konto
rss-fa-makro