AI Gets Star Power
...as if it didn’t have enough already! (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE ...
23 Jan 202531min
Party On Netflix!
Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years? (00:14) Jim Gillies and Dylan Le...
22 Jan 202529min
Focus on (Tangible) Value
Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how...
21 Jan 202526min
The Future of AI and The Nature of Consciousness
There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program c...
18 Jan 202542min
TikTok on the Clock
170 million TikTok users in the U.S. might be up for sale. What are they worth? (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepe...
17 Jan 202540min
Big Bank Energy
2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better. (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2...
16 Jan 202531min
Investors Check the Label on Retail
Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track. (00:14) Nick Sciple and Dylan Lewis discuss: - Why ...
15 Jan 202528min
Steel Bids, TikTok Battles
Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor C...
14 Jan 202533min
