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
Starbucks' Slow Drip Recovery
New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic. (00:14) Anthony Schiavone and Dylan Lewis discuss: - The market’s very upbeat reaction to Starbucks’ fairly lack...
29 Jan 202528min
JetBlue Has Jet Lag
The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around? (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds...
28 Jan 202529min
