Qualcomm CEO on AI bets and surviving beyond Apple
What started 40 years ago as a company focused on "quality communications" by Irwin Jacobs has morphed into Qualcomm (QCOM) today. The company is one of the biggest players in the chip industry, suppl...
4 Jun 202522min
Have Trump tariffs guaranteed a stock walloping recession?
Nothing lasts forever. And that old adage apparently applies to the once untouchable US credit rating. The US has lost its last triple-A credit rating, thanks to Moody’s. Moody’s downgraded the US cre...
2 Jun 202524min
Groq’s founder on why AI’s next big shift isn’t about Nvidia
The race to better compete with AI chip darling Nvidia (NVDA) is well underway. Enter Groq (GROQ.PVT). The company makes what it calls language processing units (LPUs). These LPUs are designed to ...
30 Mai 202525min
CSX CEO: The US economy is growing, but slowly
There is arguably no better economic indicator than following demand trends from the largest railroad operators in the United States. Railroads, such as Warren Buffett-owned Burlington Northern and ri...
28 Mai 202524min
Goldman tech chief says AI agents will be your next coworkers
One interesting call out from the latest earnings season is that big-time investments in AI continue despite signs the Trump administration’s tariff policy is weighing on the economy. Earnings results...
23 Mai 202524min
Arkhouse targets big shakeup at Barry Diller's IAC
Activist investors such as Carl Icahn, Jeff Smith and Bill Ackman have long been known to be fearless. They lock in on a mismanaged, undervalued target and take executive teams and boards to task to d...
21 Mai 202526min
Could this be the next stock market shock?
Markets reacted as one would expect in the wake of the US–China trade agreement: with full-on cheerleading, despite a series of trade policy unknowns remaining. In fact, the S&P 500 (^GSPC) rose 0.7% ...
19 Mai 202523min
Trump tariff 'tornado' still hunting markets: Former Medtronic CEO
There has been one common theme from Corporate America throughout the last two months as the Trump administration's trade war has taken hold: shot-calling CEOs have been frozen in their normally hard-...
16 Mai 202522min
