DeepSeek Disrupts, Big Tech Responds

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 shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans. - Apple’s continued struggles to find growth with the iPhone and its China business. (19:03) The earnings rundown continues! - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.” - Visa and Mastercard show the consumer is still doing quite alright. (34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW Host: Dylan Lewis Guests: Jason Moser, Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(1959)

Motley Fool Money: 03.26.2010

Motley Fool Money: 03.26.2010

What does the overhaul in health care mean for investors? What does the crisis in Greece mean for investors? How much is Facebook really worth? And just how good were Best Buy's earnings? On this week's Motley Fool Money Radio Show, we tackle those stories, share three stocks on our radar, and talk with Stocks for the Long Run author Jeremy Siegel.  We also talk about the value of celebrity with Corporate Library co-founder and film critic Nell Minow.      Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Mars 201039min

Motley Fool Money: 03.19.2010

Motley Fool Money: 03.19.2010

Investors move out of US stock funds. Pepsi makes a not-so-sweet move.  And Fedex sees some positive moves in the economy.  On this week's Motley Fool Money Radio Show, we tackle those stories, share three stocks on our radar, and talk with best-selling author Michael Lewis about his new book, The Big Short: Inside the Doomsday Machine. Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Mars 201039min

Motley Fool Money: 03.12.2010

Motley Fool Money: 03.12.2010

Is Lehman Brothers the new Enron? Will Cisco's new router technology connect with investors? Are the latest retail numbers really cause for celebration? On this week's Motley Fool Money Radio Show, we'll tackle those stories, talk about the latest numbers from American Eagle, IMAX, and McDonald's, and debate the relative merits of Lindsay Lohan's lawsuit.  We'll also share three stocks on our radar and talk bailouts and consumer protection with Congressional Oversight Panel Chair Elizabeth Warren. Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Mars 201039min

Motley Fool Money: 03.05.2010

Motley Fool Money: 03.05.2010

The government reports better than expected jobs numbers, Domino's and Urban Outfitters report big sales, Tivo records a big win, The SEC goes after false profits, And Apple goes after Google. On this week's Motley Fool Money Radio Show, we tackle those stories, reflect on some money quotes from film critic Roger Ebert, and share some stocks on our radar. Plus Warren Buffett biographer Alice Schroeder talks about why one company's trash is Berkshire Hathaway's treasure. Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Mars 201039min

Motley Fool Money: 02.26.2010

Motley Fool Money: 02.26.2010

The economy grows at its fastest pace in six years. The Fed Chief offers his prescription for the U.S. and China. And the SEC cracks down on shorting. On this week's Motley Fool Money Radio Show, we discuss those stories, tackle the latest earnings news, and share three stocks on our radar. We also talk about the business of motivation with Drive author Dan Pink and talk Academy Awards and business movies with Corporate Library co-founder and film critic Nell Minow. Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Feb 201039min

Motley Fool Money: 02.19.2010

Motley Fool Money: 02.19.2010

The Fed hikes the discount rate. The stimulus package celebrates its first birthday. Abercrombie & Fitch exposes itself. And Comcast rebrands itself. On this week's Motley Fool Money Radio Show, we discuss those stories, share three stocks on our radar, and talk with Whole Foods co-President and COO Walter Robb. Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Feb 201039min

Motley Fool Money: 02.12.2010

Motley Fool Money: 02.12.2010

The EU deals with big problems in Greece. Google announces big plans for broadband. And U.S. retailers report better than expected January numbers. On this week's Motley Fool Money Radio Show, we discuss those stories, debate the relative merits of Coca-Cola v. Pepsi, and share three stocks on our radar. We also talk with MIT Professor and former IMF economist Simon Johnson, co-creator of the economics website baselinescenario.com and co-author of the upcoming book, 13 Bankers: The Wall Street Takeover and the Next Financial Meltdown. Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Feb 201039min

Motley Fool Money: 02.05.2010

Motley Fool Money: 02.05.2010

New York's Attorney General throws the book at Bank of America.  Bailout beneficiary AIG prepares to hand out big bonuses.  Toyota does damage control.  And Apple CEO Steve Jobs goes on the attack against Google. On this week's Motley Fool Money Radio Show, we'll tackle those stories, talk with How We Decide author Jonah Lehrer, and share three stocks on our radar. Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Feb 201039min

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