The State of the AI Arms Race
When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition. Jeremy Kahn is the AI Editor a...
31 Aug 202431min
Nvidia’s “Burn the Ships” Moment
Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. - What future supercomputing systems could create. - ...
29 Aug 202427min
How Banned Chips Get to China
The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retail...
28 Aug 202425min
Is Nvidia a Vibe Stock?
In less than two years one company became the driving force of the S&P 500. That rise is unprecedented. (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results...
27 Aug 202428min
Stationary Bikes are Difficult to Turn
Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere. (00:21) Asit Sharma and Dylan Lewis discuss: - Canada’s tarif...
26 Aug 202429min
Meet the Fool: Tim Beyers
To become an expert, you may not always need expertise. You may just need to start asking better questions. Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money....
25 Aug 202428min
Sam Altman’s Nuclear Bet
You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation abo...
24 Aug 202430min
Rates Going Down, Cava Keeps Climbing
The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what...
23 Aug 202440min
