Big Tech's AI Spending Spree
Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways ...
1 Nov 202440min
The Overlooked, Obscure, and... Undervalued?
If you want to find market-beating stocks, sometimes you have to go where few others are. (00:15) Jim Gillies and Ricky Mulvey discuss: - Why the market may be overreacting to Boot Barn’s CEO departur...
31 Okt 202424min
A Golf Clap for Google
The company’s cloud segment just got A LOT more efficient. (00:21) Tim Beyers and Mary Long discuss: - The transition from “search engines” to “answer engines.” - Google’s fast-improving position with...
30 Okt 202431min
PayPal Looks Beyond Payments
It’s not just a payments company. (00:34) Jason Moser and Ricky Mulvey discuss: - PayPal’s move to become a commerce platform, and how it’s impacting the business. - What’s next for Venmo. - McDonald’...
29 Okt 202431min
Boeing, Election Betting, Expanded Options
Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat. (00:21) Asit Sharma and Dylan Lewis discuss: - Robinhood’s venture into t...
28 Okt 202429min
Activision Blizzard: What Microsoft Got for $69 Billion
Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Micro...
26 Okt 202436min
The Great Cacao Shortage
Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar. (00:44) Ron Gross and Jason Moser discuss: - Tesla’s return to growth expectations and p...
25 Okt 202440min
Tesla: Full Self-Driving is Safer than Humans
In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles. (00:21) David Meier and Ricky Mulvey...
24 Okt 202427min
