Can AI Build Moats?
It takes more than a buncha buzzwords to build a company. (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech company’s changing identity What C3.ai actually do...
5 Sep 202428min
$279 Billion Lost In A Day
The Department of Justice has some questions about Nvidia’s business. (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share...
4 Sep 202428min
Dow Loses Chips, Boeing Loses Money
Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? (00:21) Asit Sharma and Dylan Lewis discuss: - The latest sign of Intel’s struggles – possibly b...
3 Sep 202431min
Missing Piece of the AI Spend Puzzle
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results....
3 Sep 202439min
How to Analyze a Balance Sheet
“If you thought we were in the weeds, now we’re about to start tunneling.” Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads u...
1 Sep 202440min
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
