The Chips are Down (and Up!)
Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark? (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outl...
18 Okt 202440min
Big Tech Goes Nuclear
…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. (00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming ...
17 Okt 202430min
Chip Outlook Gets Cloudier
Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry. Then, (16:40) Motley Fool contributor Bria...
16 Okt 202430min
Can a Time Traveler Beat the Market?
Even knowing the headlines, could you predict which way stocks and treasuries would move? (00:21) Bill Mann and Dylan Lewis discuss: - SpaceX successfully recovering rocket boosters in its flight t...
14 Okt 202431min
Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell
With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and ot...
12 Okt 202440min
The Future of Cars and Search
Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. (00:42) Jason Moser and Andy Cross discuss: - Why Jamie Dimon is ...
11 Okt 202440min
Recipes for Sales Growth, Mac and Cheese
More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant is a cheap stock. - Quarterly results from Domino’s...
10 Okt 202429min
