Nvidia Related Podcasts

All In Podcast

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Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN Play Episode
(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - https://nyse.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis Play Episode
(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to...

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026 Play Episode
(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda was planned and executed, how it's going (19:50) US-Japan trade deal, China's chaos-to-prowess strategy (36:54) Why the India deal has not yet happened (43:48) Pharma deals, lowering costs for Americans (53:28) Focus on fraud, immigration, gold cards (1:03:48) GDP: Could we see 5 or 6% growth in 2026? (1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal Follow Secretary Lutnick: https://x.com/howardlutnick Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow...

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal Play Episode
(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story (16:36) Why this fraud story is resonating, why the national press initially avoided it (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go? (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme (1:09:06) CA's wealth tax: normalizing the seizure of private property (1:33:56) Chamath breaks down the $20B Groq-Nvidia deal Follow Nick Shirley: https://x.com/nickshirleyy Follow the...

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line? Play Episode
(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: Sacks's AI waiver: https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf Sacks's Crypto waiver: https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom Play Episode
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: https://x.com/VenetianVegas Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks...

Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War Play Episode
(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion" (15:35) Manufacturing in America: how to create a culture of excellence? (18:34) US export controls, building in the UK (23:42) US-China AI arms race Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global...

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis Play Episode
(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B...

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller Play Episode
(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law Play Episode
(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US (52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted (1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act Follow Gavin Baker: https://x.com/GavinSBaker Follow Bo Hines: https://x.com/bohines Follow Senator...

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon Play Episode
(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: https://x.com/TimJDillon Check out Tim's new special: https://www.netflix.com/title/81992010 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro...

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations Play Episode
(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland Play Episode
(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Cyan Banister: https://x.com/cyantist Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect...

In conversation with Reid Hoffman & Robert F. Kennedy Jr. Play Episode
(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks (7:52) State of AI: Nvidia, cluster buildouts, competition (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit (29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry (41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots (52:02) Reid's thoughts on growing antisemitism (55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc. (1:04:19) How Silicon Valley views both candidates, why Reid funded legal action...

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market Play Episode
(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video...

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls Play Episode
(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/BobbyAllyn/status/1792679435701014908 https://x.com/sama/status/1790075827666796666 https://openai.com/index/how-the-voices-for-chatgpt-were-chosen https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice https://x.com/SydSteyerhart/status/1792981291266138531 https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees https://x.com/sama/status/1791936857594581428 https://x.com/ilyasut/status/1790517455628198322...

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more Play Episode
Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg...

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more Play Episode
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/NVDA:NASDAQ https://twitter.com/KobeissiLetter/status/1760680756689748478 https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024 https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1 https://twitter.com/JayScambler/status/1759372542530261154 https://twitter.com/chamath/status/1760343973632291212 https://x.ai https://twitter.com/TheTranscript_/status/1760436281438314545 https://artificialanalysis.ai https://www.contraline.com/product...

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more Play Episode
(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://companiesmarketcap.com/page/1 https://www.google.com/finance/quote/NVDA:NASDAQ https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09 https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119 https://blog.google/products/gemini/bard-gemini-advanced-app https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.google.com/finance/quote/ARM:NASDAQ https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18 https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13 https://twitter.com/OpenAI/status/1758192957386342435 https://twitter.com/CultureCrave/status/1758212761748980089 https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024 https://twitter.com/nathanbenaich/status/1758036247115608317 https://twitter.com/natfriedman/status/1758143612561568047 https://twitter.com/OfficialLoganK/status/1758198997590618550 https://huggingface.co/spaces/tsujuifu/ml-mgie https://huggingface.co/stablediffusionapi/juggernaut-xl https://twitter.com/jrichlive/status/1757258553688256895 https://twitter.com/jrichlive/status/1493392725814566914 https://twitter.com/chamath/status/1757537426019598418...

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more Play Episode
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/friedberg/status/1694506279954526487...

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more Play Episode
(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book banning follow-up (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware (1:26:31) Biden's fall, populism in both parties Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country https://twitter.com/billackman/status/1663959113703751720 https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541 https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799 https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit https://pen.org/index-of-school-book-bans-2022 https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241 https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered https://twitter.com/mdcps/status/1661194749821218818...

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more Play Episode
(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology (1:06:20) Adobe's new AI product, why they might have overpaid for Figma (1:11:43) State of Silicon Valley, VC, and startups; dealing with failure (1:33:36) Bestie wrap! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl...

Bloomberg Technology

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Nvidia Says Its Getting Orders From China Play Episode
Bloomberg’s Caroline Hyde discusses Nvidia's outlook as the company says it's now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls OpenClaw "the next ChatGPT", sending Chinese AI stocks higher. And the CEO of Kalshi, Tarek Mansour, gives an exclusive interview after Arizona filed criminal charges against the prediction market platform.See omnystudio.com/listener for privacy information.

Nvidia Forecasts $1 Trillion in Revenue Through 2027 Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off the company's own GTC announcement. And, the CEO of Gecko Robotics explains how the startup deploys its AI-powered robots to assess the condition and readiness of the US Navy's warships.See omnystudio.com/listener for privacy information.

Meta Expands AI Compute Deal, Nvidia GTC Kicks Off Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of its AI software. And Nvidia kicks off its developers’ conference, GTC, with all eyes on the global outlook for AI.See omnystudio.com/listener for privacy information.

US Considers Permits for Global Nvidia, AMD AI Chip Sales Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.See omnystudio.com/listener for privacy information.

Iran Conflict Sell-Off Rattles Tech Stocks Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market sell-off as concerns about the Middle East conflict hit equities and bonds. Plus, they look at the math of military projectiles as the US uses costly missiles to combat cheap Iranian drones. And Coherent CEO Jim Anderson discusses Nvidia’s $2 billion investment in the photonics company.See omnystudio.com/listener for privacy information.

OpenAI Raises $110B from Amazon, Nvidia, Others Play Episode
Bloomberg’s Caroline Hyde discusses OpenAI’s $110 billion fundraise at a $730 billion valuation with key backing from Amazon. Plus, the feud between Anthropic and the Pentagon over AI use by the military continues. And Jack Dorsey’s Block says it's cutting half its workforce in a bet on AI.See omnystudio.com/listener for privacy information.

Nvidia Delivers Upbeat Forecast to AI-Wary Market Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s latest sales forecast, which drew a lukewarm response from investors, with concerns over a potential bubble still weighing on the chipmaker. Plus, Paramount Skydance and Warner Bros. Discovery put out earnings amid renewed takeover talks. And Snowflake CEO Sridhar Ramaswamy discusses the business’ strong growth outlook.See omnystudio.com/listener for privacy information.

Investors Await Nvidias Earnings, Anthropic Loosens Safety Policy Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio company, Rowspace's Michael ManapatSee omnystudio.com/listener for privacy information.

Tariff Uncertainty, AI Unease Rattle Tech Shares Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of tariff uncertainty on tech. Plus, AI disruption continues to rattle shares during a busy week of earnings that includes Nvidia and Salesforce. And Bitcoin has not been immune to the anxiety, sliding below $65,000 at one point for a second time this monthSee omnystudio.com/listener for privacy information.

Meta to Deploy Millions of Nvidia Processors Play Episode
Bloomberg’s Ed Ludlow discusses Meta’s pact with Nvidia to deploy “millions” of the AI chip giant’s processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a landmark social media addiction trial in Los Angeles. And Autodesk CEO Andrew Anagnost explains why his company made a $200 million strategic investment in AI research firm World Labs, its largest startup investment to date.See omnystudio.com/listener for privacy information.

AMD Forecast Fails to Impress Investors Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI disruption take hold following the release of Anthropic's new automation tool. And, Bloomberg reports Nvidia is nearing a deal to invest $20 billion in OpenAI, with the AI company looking to raise up to $100 billion for a new funding round.See omnystudio.com/listener for privacy information.

Nvidia Puts Another $2B Into CoreWeave, Offers New Chips Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum company’s continued acquisition spree, as it buys chipmaker SkyWater Technology in a cash-and-stock deal worth $1.8 billion. And investors gear up for big tech earnings with Meta, Apple and Tesla all set to report this week.See omnystudio.com/listener for privacy information.

Intel Falls as Manufacturing Snags Bedevil Comeback Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to start preparing orders for Nvidia's H200 AI chips. And, TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to a group of American investors led by Oracle.See omnystudio.com/listener for privacy information.

US Eases Path for Nvidia to Sell H200s to China Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.See omnystudio.com/listener for privacy information.

Apple Picks Gemini to Run AI-Powered Siri Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with Eli Lilly & Co. to speed up the use of AI in the pharmaceutical industry. And, Paramount sues Warner Bros. Discovery and plans to nominate directors to the board, stepping up hostilities in its takeover efforts.See omnystudio.com/listener for privacy information.

Tech Traders Shrug Off Maduro Ouster Play Episode
Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla's China factory shipments rise in December but still drop in 2025. And we preview CES as it kicks off in Las Vegas with the CEOs of Nvidia and AMD set to speak.See omnystudio.com/listener for privacy information.

Tesla Faces NHTSA Probe Over Model 3 Emergency Door Handles Play Episode
Bloomberg’s Katie Greifeld examines Intel as shares fall after reports emerge that Nvidia may be hitting pause on testing Intel’s chip production process. Plus, the Trump administration gets the go-ahead to move forward with a $100,000 fee on new H-1B visa applications. And Tesla faces renewed scrutiny over car doors, with the company confronting a new probe by the NHTSA.See omnystudio.com/listener for privacy information.

Nvidia Buyer Megaspeed Faces Smuggling Probe Play Episode
Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia's biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector's billionaires have been hit hard by recent price drops.See omnystudio.com/listener for privacy information.

Investors Question Oracles Data Center Financing Play Episode
Bloomberg’s Caroline Hyde discusses questions surrounding Oracle’s data-center financing. Plus, OpenAI is in talks to raise $10 billion from Amazon and plans to use its Trainium chip in a challenge to Nvidia. And Waymo is in talks to raise more than $15 billion at a valuation that could exceed $100 billion.See omnystudio.com/listener for privacy information.

Oracle Slides by Most Since January on Mounting AI Spending Play Episode
Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.See omnystudio.com/listener for privacy information.

SpaceX Said to Pursue 2026 IPO Play Episode
Bloomberg’s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China.See omnystudio.com/listener for privacy information.

Nvidia Wins US Approval to Sell H200 Chips to China Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s decision to allow Nvidia to ship its H200 AI chip to China, in exchange for a 25% surcharge. Plus, the battle for Warner Bros. heats up, as antitrust concerns swirl around both Netflix’s and Paramount Skydance’s offers. And Microsoft is committing $17.5 billion over four years to help build India's cloud and AI infrastructure.See omnystudio.com/listener for privacy information.

Meta Stock Surges on Plans for Metaverse Cuts Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plan to cut resources for building its metaverse, the virtual world that Mark Zuckerberg once framed as the future of the company. Plus, Nvidia CEO Jensen Huang says he’s not sure China would accept more powerful AI chips - even if the US relaxes restrictions on sales. And, a look at the latest earnings from Snowflake, Salesforce and UiPath.See omnystudio.com/listener for privacy information.

Nvidia Buys $2 Billion of Chip Software Maker Synopsys Stock Play Episode
Bloomberg's Ed Ludlow and Caroline Hyde discuss Nvidia investing $2 billion in chip-design software maker Synopsys as part of a broader engineering and design tie-up, aiming to infuse its AI-computing technology into more industries.See omnystudio.com/listener for privacy information.

Dell Raises AI Server Sales Outlook While HP Cuts Jobs Play Episode
Bloomberg’s Tim Stenovec discusses Dell's increased outlook for AI server shipments and HP’s plans for job cuts. Plus, Warner Brothers Discovery is asking bidders for sweetened offers as it explores options for a sale. And Nvidia is in focus as questions about competition in the AI chip market grow.See omnystudio.com/listener for privacy information.

Nvidia Shares Fall on Reports of Google Competition Play Episode
Bloomberg’s Caroline Hyde discusses the fall in Nvidia shares following reports that Meta is in talks to spend billions on Google’s AI chips. Plus, Chinese leader Xi Jinping revived the topic of China's sovereignty over Taiwan in a phone call with President Donald Trump. And Apple eliminates sales roles in a rare layoff to streamline the way it offers products to businesses and governments.See omnystudio.com/listener for privacy information.

Nvidias Forecast Lifts AI Trade Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.See omnystudio.com/listener for privacy information.

Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast Play Episode
Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.See omnystudio.com/listener for privacy information.

All Eyes on Nvidia Ahead of Earnings Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-Saudi Investment Forum. And Brookfield Asset Management targets $10 billion of fund commitments for a global AI infrastructure program in partnership with Nvidia and Kuwait's wealth fund.See omnystudio.com/listener for privacy information.

Microsoft, Nvidia Commit $15 Billion to OpenAI Rival Play Episode
Bloomberg’s Caroline Hyde breaks down what’s behind Microsoft’s and Nvidia’s commitment to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi Arabia's Crown Prince visits the White House with discussions expected on chips, tech investments and AI innovation. And Roblox CEO Dave Baszucki talks about the roll out of age-verification tools as the gaming platform works to increase safety for users.See omnystudio.com/listener for privacy information.

Theils Hedge Funds Sells Entire Nvidia Stake Play Episode
Bloomberg’s Caroline Hyde discusses the move by Peter Thiel’s hedge fund to sell its holdings in Nvidia and its stock impact ahead of earnings. Plus, the crypto market selloff shows no signs of easing, and some of the riskiest tokens are bearing the brunt of it. And Amazon is seeking to raise about $12 billion through a debt offering, amid an industry-wide race to build AI infrastructure.See omnystudio.com/listener for privacy information.

Anthropic to Spend $50 Billion Building US Data Centers Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion data center in Wisconsin. Plus, shares of AMD spike after the Nvidia rival projected accelerating growth for its chips. And fitness tracker Whoop eyes an IPO.See omnystudio.com/listener for privacy information.

CoreWeave Tumbles on Data Center Delay Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Micheal Intrator talks about the company's earnings, data center delay, and efforts to diversify its supply chain. And, Paramount Skydance reports its first earnings since David Ellison's takeover.See omnystudio.com/listener for privacy information.

Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal Play Episode
Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may have come at a human cost. And Palantir’s earnings are expected to show continued excitement for AI and defense tech. See omnystudio.com/listener for privacy information.

Amazon Shares Soar on Cloud Growth Play Episode
Bloomberg’s Caroline Hyde discusses investors' reactions to earnings releases from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell its Blackwell chips to customers in China. And CoreWeave CEO Michael Intrator says his company’s relationship with Core Scientific is still strong, even after the latter’s shareholders rejected an acquisition offer. See omnystudio.com/listener for privacy information.

Nvidia Becomes First $5 Trillion Firm, Lifted by AI Boom Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its GTC event. Plus, Alphabet, Microsoft and Meta are all set to report results after the closing bell today. And AI startup Character.AI will ban kids from having conversations with chatbots on its platform.See omnystudio.com/listener for privacy information.

OpenAIs For-Profit Path Cleared Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI’s agreement to give Microsoft a 27% stake in the startup as part of a restructuring plan that clears the path for the ChatGPT maker to become a for-profit business. Plus, the chair of Tesla’s board of directors talks about efforts to convince investors to approve the proposed $1 trillion compensation package for Elon Musk. And Nvidia plans to make a $1 billion equity investment in Nokia, this as Nvidia’s GTC conference gets underway in DC.See omnystudio.com/listener for privacy information.

Qualcomm Takes Aim at Nvidia with New Chips Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Qualcomm’s jump into the AI data center market with new chips and computers that could challenge Nvidia. Plus, investors prepare for a big week of tech earnings with Microsoft, Google, Meta, Amazon and Apple all reporting. And Crusoe CEO Chase Lochmiller discusses the AI data center startup’s new $10 billion valuation.See omnystudio.com/listener for privacy information.

EA Agrees to Largest Leveraged Buyout in History Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Electronic Arts’ agreement to be sold in a record-breaking leveraged buyout. Plus, Huawei plans to ramp up production of its most advanced AI chips in a bid to take market share from Nvidia. And Peloton is preparing to launch new AI software in its latest bid to revive the struggling fitness firm.See omnystudio.com/listener for privacy information.

Trump Advances Plans for TikTok US Deal Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after hedge fund manager David Einhorn warned that spending on AI infrastructure may destroy vast amounts of capital. And Qualcomm's CEO shares his views on the changing chip landscape in the wake of Nvidia's Intel deal.See omnystudio.com/listener for privacy information.

Nvidia, OpenAI Make $100 Billion Data Center Deal Play Episode
Bloomberg’s Caroline Hyde unpacks Nvidia's $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises China’s Russia relationship during his address to the UN general assembly.See omnystudio.com/listener for privacy information.

US Governments Intel Stake Worth $14B After Nvidia Deal Play Episode
Intel's stock soared after Nvidia said it will invest $5 billion and co-develop chips for PCs and data centers. Plus, Disney takes Jimmy Kimmel Live! off the air indefinitely amid a backlash to remarks the late-night host made about the killing of Republican activist Charlie Kirk; and Meta's Chief Product Officer Chris Cox talks about the company's new smart glasses and AI push.See omnystudio.com/listener for privacy information.

China Tells Companies to Stop Buying Nvidia Chips Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China's internet watchdog has told Alibaba, ByteDance and others to terminate orders for an Nvidia AI chip. Plus, Microsoft, OpenAI and other US tech giants announce plans to spend tens of billions on AI infrastructure in the UK, as President Trump conducts a state visit. And StubHub CEO Eric Baker joins the show as shares of the ticket reseller begin trading publicly.See omnystudio.com/listener for privacy information.

Salesforce, Figma Decline After Earnings Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the sell-off of Salesforce shares following a lackluster topline growth forecast that suggests AI isn't paying off just yet. Plus Apple plans to launch an AI-powered web search tool for Siri to rival OpenAI. And HPE CEO Antonio Neri discusses the company’s earnings, Juniper Networks acquisition and partnership with Nvidia.See omnystudio.com/listener for privacy information.

US Pulls TSMC China Waiver, Tech Stocks Fall Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the US revoking TSMC’s authorization to freely ship essential chipmaking gear to its main Chinese base. Plus all the Magnificent 7 names tumble, as Nvidia shares fall for a fourth straight day. And the CEO of Crypto.com discusses the company’s latest deal with Trump Media.See omnystudio.com/listener for privacy information.

Nvidia Investors Digest Decelerating Growth Forecast Play Episode
Bloomberg’s Caroline Hyde discusses how markets are reacting to Nvidia’s decelerating growth. Plus, the Nvidia CFO tells Bloomberg News that the company needs a codified plan before it can pay the Trump administration's 15% commission on chip sales. And shares of Snowflake and HP rise on the back of their earnings reports.See omnystudio.com/listener for privacy information.

Nvidia Investors Wait for Signals of Growth in Earnings Play Episode
Bloomberg’s Caroline Hyde discusses concerns about China and potential growth that investors will be watching when Nvidia releases its earnings after markets close. Plus, SpaceX's Starship hits a major milestone after deploying satellites for the first time. And IBM and AMD announce a partnership to develop quantum-centric supercomputing.See omnystudio.com/listener for privacy information.

Trump Threatens Tech Tariffs in Digital Taxes Reprisal Play Episode
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries with digital services taxes. And AI demand is in focus as investors prepare for Nvidia’s earnings this week.See omnystudio.com/listener for privacy information.

Bessent Says Nvidia, AMD Deals Could Be a Model Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus, Tencent shares rise on a revenue beat and plans for AI. And CoreWeave CEO Michael Intrator discusses how the company plans to scale to meet AI demand.See omnystudio.com/listener for privacy information.

China Urges Local Firms to Avoid Nvidia H20 Chips Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report.See omnystudio.com/listener for privacy information.

Nvidia, AMD AI Deal, Intel CEO to Meet Trump Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors react to the “unprecedented” deal. Plus, Intel CEO Lip-Bu Tan is set to meet with President Donald Trump, after the US leader called his resignation. See omnystudio.com/listener for privacy information.

Musks xAI In Talks to Lease Saudi Data Center Capacity Play Episode
Bloomberg’s Ed Ludlow discusses the rise in Nvidia shares as CEO Jensen Huang says he expects to get the first batch of US licenses to export H20 AI chips to China soon. Plus, Elon Musk’s xAI is in talks to lease data center capacity in Saudi Arabia. And markets react to reports that President Trump has held talks about firing Federal Reserve Chair Powell.See omnystudio.com/listener for privacy information.

Nvidia, AMD Set to Resume Some AI Chip Sales to China Play Episode
Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright both join from the inaugural Pennsylvania Energy and Innovation Summit. And Cognition AI agrees to buy Windsurf.See omnystudio.com/listener for privacy information.

Nvidia's Huang Meets With Trump, Tesla Taxis Move West Play Episode
Bloomberg’s Romaine Bostick discusses the meeting between Nvidia CEO Jensen Huang and President Trump as Huang prepares for a China trip. Plus, Tesla preps its driverless cars for California and Arizona, just one month after its rollout in Austin, Texas. And, a conversation with Summer Mersinger, CEO of the Blockchain Association ahead of the "Crypto Week" in Washington.See omnystudio.com/listener for privacy information.

Nvidia Hits $4T Market Cap, SpaceX's Path to a $400B Valuation Play Episode
Bloomberg’s Caroline Hyde discusses Nvidia's rise to become the first ever company to have touched a $4 trillion market cap. Plus, SpaceX is in talks to sell shares that could value the company at $400 billion. And the White House puts Apple on blast for their slow migration of production, saying the tech giant thinks it's "too big to tariff".See omnystudio.com/listener for privacy information.

Nvidia Closes In On a $4 Trillion Market Value Play Episode
Bloomberg’s Ed Ludlow discusses the prospects of Nvidia becoming the first company to reach a $4 trillion market capitalization. Plus, US Commerce Secretary Howard Lutnick says the US and China have reached an understanding on a trade deal. And data center builder Crusoe announces an energy partnership with Redwood Materials.See omnystudio.com/listener for privacy information.

Nvidia Shrugs Off China Concerns With Upbeat Forecast Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia surpassing Microsoft as the most valuable company, after investors shrugged off concerns about China-related curbs. Plus, Informatica’s CEO explains what is driving Salesforce's $8 billion acquisition of the company. And Tesla targets June 12 to launch its robotaxi service in Austin, as Elon Musk steps back from his government role.See omnystudio.com/listener for privacy information.

Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth Play Episode
Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. Davidson Managing Director Gil Luria also explains what he wants to hear from Nvidia next as it competes with Chinese rivals.See omnystudio.com/listener for privacy information.

Preparing for Nvidia Earnings, SpaceX Faces Another Setback Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are expecting from Nvidia’s earnings, which are set to be released after markets close on Wednesday. Plus, SpaceX’s Starship test flight ends in a fiery setback for the Elon Musk-led company. And, Okta CEO Todd McKinnon says his company offers better value than “legacy” tech competitors.See omnystudio.com/listener for privacy information.

OpenAI Plans UAE Data Center, AT&T Buys Lumens Consumer Fiber Business Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow talk to OpenAI’s Global Policy President Chris Lehane about the company’s plans to build more international data centers. Plus, Kraken Co-CEO Arjun Sethi discusses why the crypto exchange has partnered with Backed to let customers outside the US trade Apple, Nvidia, and Tesla shares around the clock. And AT&T CEO John Stankey explains why the telecom giant is buying Lumen’s consumer fiber operations.See omnystudio.com/listener for privacy information.

Nvidia CEO Slams US Chip Rules, Trumps AI Advisor Discusses Action Plan Play Episode
Bloomberg’s Ed Ludlow speaks with White House AI advisor Sriram Krishnan about the US AI Action Plan and President Trump’s approach to tech diplomacy. Plus, Nvidia CEO Jensen Huang slams US chip curbs as a “failure.” And Google shares rise as investors digest the company’s AI announcements.See omnystudio.com/listener for privacy information.

Nvidia Opens AI Ecosystem to Rivals, Apples AI Struggles Play Episode
Bloomberg’s Ed Ludlow breaks down why the Magnificent Seven are lower on Monday as investor sentiment sours more broadly following Moody’s US credit downgrade. Plus, Nvidia says it will allow customers to use rival chipmakers in an effort to expand its AI ecosystem, and Apple has been spending billions of dollars on AI but insiders say it still can't get it right.See omnystudio.com/listener for privacy information.

US Plans to Grant Saudi Arabia More Access to AI Chips Play Episode
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s plans to sell advanced semiconductors to Humain for a massive data center project in Saudi Arabia. Plus, City Index Senior Analyst Fiona Cincotta explains why markets aren’t out of the woods yet. All this as US President Donald Trump and Saudi Crown Prince Mohammed bin Salman meet in Riyadh to announce new investments. See omnystudio.com/listener for privacy information.

Nvidia's Jensen Huang Heads to China, Archer Aviation's Air Taxi Plans Play Episode
Bloomberg's Ed Ludlow details the pressures facing Nvidia and the semiconductor sector as CEO Jensen Huang heads to China. And, Archer Aviation unveils a new air taxi plan to transform NYC's skies. Plus, Wall Street eyes streaming as a tariff safe-haven ahead of Netflix earnings.See omnystudio.com/listener for privacy information.

Nvidia, ASML Drive Global Tech Rout, Lyft Buys Into Europe Play Episode
Bloomberg's Ed Ludlow details the tech stock rout as chipmakers like Nvidia and ASML warn of stresses from President Trump's tariffs. And, Lyft enters the European market, purchasing FreeNow in a nearly $200M deal. Plus, a conversation with President Trump's chief technology advisor and director of the White House office of Science and Technology policy, Michael Kratsios.See omnystudio.com/listener for privacy information.

Chips Tariff Probe, Nvidia's Fast Pass Play Episode
Bloomberg's Ed Ludlow details the trade probes initiated on semiconductor and pharmaceutical imports. And, Nvidia's expansions get expedited as President Trump pledges to help fast track permits for the tech giant and others investing in the US. Plus, how US satellite startup Astranis is preparing Taiwan for a potential digital blackout.See omnystudio.com/listener for privacy information.

CoreWeaves Debut Tests Market Appetite for AI and IPOs Play Episode
Bloomberg’s Caroline Hyde discusses CoreWeave’s IPO with David Snyderman, Senior Managing Partner of Magnetar, which is CoreWeave’s largest equity holder.Plus, why CoreWeave’s CEO said the company’s public market debut wouldn’t have happened without Nvidia. And, Long Journey Venture co-Founders Lee Jacobs and Cyan Banister discuss why they invest in founders with absurd ideas.See omnystudio.com/listener for privacy information.

Bumpy Week for Nvidia and Tesla, The Crypto Fortune Building a Space Station Play Episode
Bloomberg’s Tim Stenovec discusses how Nvidia's and Tesla's shares have slid over the last week. Plus, Micron says margins will miss analyst estimates this quarter. And a crypto billionaire puts his fortune into a startup attempting to build and launch the first commercial space station.See omnystudio.com/listener for privacy information.

Bloomberg Technology Special Live From GTC Play Episode
Bloomberg’s Ed Ludlow looks at the impact Nvidia’s CEO has had on quantum computing. He sits down with industry leaders including the CEO of D-Wave and Executive Chairman of IonQ to discuss the timeline for quantum computing “usefulness”.See omnystudio.com/listener for privacy information.

SoftBanks Purchase of Ampere, Future of Ed-Tech Play Episode
Bloomberg’s Tim Stenovec discusses Nvidia’s growth plans with Bloomberg’s Ed Ludlow from Quantum Day at GTC. And Ampere Computing’s CEO joins to talk about the chip designer’s $6.5bn sale to SoftBank. Plus Campus CEO Tade Oyerinde and 8VC Managing Partner Joe Lonsdale on the future of higher education and Campus’ latest fundraise.See omnystudio.com/listener for privacy information.

Nvidias New AI Offerings, Musk Buys More X Shares Play Episode
Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia's product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product helps safeguard enterprise AI. And Elon Musk has been buying more shares of his social media company X, at close to his initial purchase price. See omnystudio.com/listener for privacy information.

Google Agrees to Buy Wiz, Investors Prepare for Nvidia GTC Play Episode
Bloomberg’s Caroline Hyde and Tim Stenovec discuss Google’s plan to acquire cybersecurity startup Wiz. Plus, Sands Capital’s Daniel Pilling lays out what investors are expecting from Nvidia CEO Jensen Huang’s Keynote at GTC. And Chinese tech stocks and EV makers are having a moment.See omnystudio.com/listener for privacy information.

Nvidia GTC, New FTC Chairman on the Trump Administration Play Episode
Bloomberg’s Caroline Hyde and Tim Stenovec discuss what investors are expecting from Nvidia’s GTC conference this week. Plus, FTC Chairman Andrew Ferguson explains how the agency will approach antitrust concerns around Big Tech. And the CEO of Joby talks about his company’s new partnership with Virgin Atlantic to bring air taxis to the UK.See omnystudio.com/listener for privacy information.

Amazon CEO Talks AI Plans, Nvidia Results Underwhelm Play Episode
Amazon CEO Andy Jassy discusses Alexa+, artificial intelligence spending plans and the company's relationship with the Trump administrations. Plus Nvidia earnings underwhelm investors used to blowout results and forecasts. And how investors are reacting to Salesforce’s bet on AI agents. Bloomberg's Caroline Hyde and Jackie Davalos host “Bloomberg Technology”.See omnystudio.com/listener for privacy information.

AI Anticipation as Amazon Announces Alexa + and Investors Prepare for Nvidia Earnings Play Episode
Bloomberg's Caroline Hyde and Jackie Davalos discuss Amazon’s plans to add generative AI to Alexa. And Kim Forrest of Bokeh Capital Partners joins to break down the expectations for Nvidia’s earnings. Plus, startup Quantum Machines raise $170 million series C off the back of recent breakthroughs in quantum computing.See omnystudio.com/listener for privacy information.

US Probes DeepSeek Chips Play Episode
Bloomberg's Caroline Hyde and Mike Shepard discuss a US probe into DeepSeek on whether the company bought Nvidia chips through a Singapore-based third party. And, Apple posts an optimistic outlook while facing China weakness. Plus, a conversation with HPE CEO Antonio Nori as the company's $14B acquisition of Juniper Networks hits a speedbump by the US Department of Justice.See omnystudio.com/listener for privacy information.

DeepSeek's AI Brings Tech Rout Play Episode
Bloomberg's Caroline Hyde and Mike Shepard discuss the deep market rout as China's AI startup DeepSeek roils the global tech sector, causing a more than half a trillion dollar plunge for Nvidia. And, a conversation with SoFi CEO Anthony Noto as shares of the company slide after posting an earnings miss.See omnystudio.com/listener for privacy information.

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks? Play Episode
In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:   On Apple: http://bit.ly/3DWYoAN   On Spotify: http://spoti.fi/45IG5LR   Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

China Considers Musk as TikTok Lifeline Play Episode
As TikTok's US ban looms, Bloomberg's Caroline Hyde and Mike Shepard detail China's options to save the company in the US, including a possible sale to Elon Musk. And, Nvidia's Jensen Huang heads to China amid chip export curbs. Plus, a look at the future of space infrastructure with startup Loft Orbital.See omnystudio.com/listener for privacy information.

Nvidia Faces Chip Curbs, iPhones Sales Fall 5% Play Episode
Bloomberg's Caroline Hyde and Mike Shepard look at Nvidia as reports emerge that some of the chipmaker's customers face new delays and the White House is planning for more chip export restrictions. And, Apple's iPhone sales drop 5% globally as Chinese competition heats up, and how companies like Lyft are helping with relief efforts in California's raging wildfires.See omnystudio.com/listener for privacy information.

Special CES Edition Play Episode
Bloomberg's Caroline Hyde looks at Samsung's next steps as the company posts disappointing quarterly results but sees a stock boost from Nvidia's optimism. Plus, Bloomberg's Ed Ludlow sits down with the CEOs of Mobileye, Panasonic US and Siemens US to discuss how the companies are leveraging AI in 2025.See omnystudio.com/listener for privacy information.

Nvidia Dominates CES Play Episode
Bloomberg's Caroline Hyde dives into Nvidia as the company announces new graphics cards at CES, and Ed Ludlow sits down with CEO Jensen Huang. Plus, Meta dials back on fact-checking across its platforms, and some of China's tech giants get added to the US's military blacklist.See omnystudio.com/listener for privacy information.

Broadcom's Nvidia Moment, Trump Meets With TikTok Play Episode
Bloomberg's Caroline Hyde discusses Broadcom's big rise as Nvidia enters correction territory. Plus, President-elect Trump and TikTok CEO Shou Chew are said to have met face-to-face, and Senator Amy Klobuchar talks about the future of antitrust regulation and how to combat explicit AI deepfakes.See omnystudio.com/listener for privacy information.

Nvidia Eyes China Expansion, ServiceTitan's Big IPO Play Episode
Bloomberg's Caroline Hyde breaks down Nvidia's autonomous research expansion in China. Plus, a conversation with the co-founders of home repair software business ServiceTitan as they go public, and Klarna looks to AI to save itself and its consumers money while they shop.See omnystudio.com/listener for privacy information.

Apple's Chip Partnership, Sky High Valuation for SpaceX Play Episode
Bloomberg's Caroline Hyde discusses reports of Apple's partnership with Broadcom to produce AI chips. And the valuation of SpaceX goes to new heights, reaching $350 billion after an insider deal. Plus, Nvidia, AMD and Intel invest in a startup bringing light to chips.See omnystudio.com/listener for privacy information.

China Probes Nvidia, Geopolitical Risks Weigh on Tech Stocks Play Episode
Bloomberg's Caroline Hyde break downs China's probe into Nvidia as global tech tensions escalate and adding to broader geopolitical risks weighing on US tech stocks. Plus, Alphabet reveals new details on the progress it's made in quantum computing.See omnystudio.com/listener for privacy information.

Intel Looks Outside the Box, Microsoft Faces FTC Troubles Play Episode
Bloomberg's Caroline Hyde discusses Intel's latest hunt for a new CEO as they look outside of the company. And, Microsoft faces a broad FTC probe over its operating system, cybersecurity and potential generative AI dominance. Plus, we hear from AWS CEO Matt Garman as the company expands its new chip arrays and large language models to compete with the likes of Nvidia.See omnystudio.com/listener for privacy information.

Nvidias Magic Fades Play Episode
Bloomberg's Caroline Hyde discusses the latest sentiment around Nvidia as investors cool on the AI darling despite posting an earnings beat. And, the new Trump administration is said to be mulling a first-ever crypto policy role. Plus, Palo Alto Networks sees easier "fixes" ahead in cybersecurity as the world moves from hardware to software.See omnystudio.com/listener for privacy information.

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates Play Episode
Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the companys dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd BrownSee omnystudio.com/listener for privacy information.

OpenAI and Anthropic at Money 20/20, Apple's Announcements Play Episode
Bloomberg's Ed Ludlow sits down with OpenAI's Sarah Friar and Anthropic's Daniela Amodei, live at the Money 20/20 conference in Las Vegas. Plus, Caroline Hyde takes a deep dive into how Russia is continuing to access powerful Nvidia chips via a Mumbai pharma company, and Apple rolls out Apple Intelligence and its Mac overhaul. See omnystudio.com/listener for privacy information.

Tesla's Strong Earnings, Nvidia's Partnership in India Play Episode
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's surprisingly strong earnings, sending shares spiking. Plus, a look at Nvidia's new partnership in India, and an exclusive interview with Greenlight Capital's David Einhorn.See omnystudio.com/listener for privacy information.

US Discusses Curbing AI Chips Play Episode
Bloomberg's Ed Ludlow looks at the landscape for semiconductors as the US says its may curb AI chip exports from the likes of Nvidia and AMD over national security concerns. Plus, Nvidia's production delays may be over as Dell servers are set to ship out with the latest Blackwell chips, and more than meets the eye, the undisclosed human touch behind Tesla's Optimus robots.See omnystudio.com/listener for privacy information.

Nvidia Roars Back and Adobe Unveils AI Video Generator Tools Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's shares on track for a record close, bouncing back after the company successfully calmed concerns about product delays and its long-term growth plans. Plus, Adobe embraces AI as the company unveils new AI video generator tools, and SpaceX celebrates a major milestone with its Starship rocket successfully catching its booster mid-air.See omnystudio.com/listener for privacy information.

OpenAI's Historic Funding Round, AI Dominates VC Deals Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down OpenAI's historic funding round and its new loan agreement securing $10B in total liquidity. Plus, PitchBook data shows AI is dominating VC deals in the third quarter, and Nvidia insiders cash in on the AI hype by selling $1.8 billion of shares this year alone.See omnystudio.com/listener for privacy information.

DirecTV and Dish To Merge, Beijing Wants to Ditch Nvidia Chips Play Episode
Bloomberg's Caroline Hyde breaks down how the DirecTV and Dish merger could pave the way for the biggest Pay-TV provider in the US. Plus, Beijing steps up pressure on domestic companies to ditch Nvidia chips, and California Governor Gavin Newsom blocks a proposed AI safety bill.See omnystudio.com/listener for privacy information.

Verizon's Frontier Deal and Nvidia Pushes Back Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down Verizon's deal to buy Frontier Communications for nearly $10 billion in cash to strengthen its fiber network. Plus, Nvidia pushes back saying it has been in contact with the Justice Department but hasn't actually been subpoenaed, and HP Enterprise comes up short in its earnings.See omnystudio.com/listener for privacy information.

The DOJ Investigates Nvidia and Tech Stocks Whipsaw Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down the DOJ's Nvidia investigation and tech stocks whipsawing as investors question whether the AI euphoria has gone too far. Plus, how Intels money woes are throwing the Biden administrations chip strategy into turmoil.See omnystudio.com/listener for privacy information.

Intel Weighing Options to Stem Losses and Elon Musk's Battle with Brazil Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow discuss Intel's ongoing challenges. Intel is working with bankers towards a potential sale of the foundry division and more cost cuts, Bloomberg reported. Plus Elon Musk's battle with Brazil deepens threatening social platform X and SpaceX's Starlink business. And a look at the markets as tech fights to end the week strong as Nvidia claws back and Dell's earnings add to AI belief. See omnystudio.com/listener for privacy information.

Nvidia Down After Missing Investors' Lofty Expectations and CA AI Bill Advances Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow look at why the markets are up despite Nvidia's results that missed expectations from investors. Plus Telegram CEO Pavel Durov is charged in Paris for complicity in the spread of sexual images of children and other crimes. And the California State Assembly approved a controversial AI safety bill that has divided tech leaders.See omnystudio.com/listener for privacy information.

Bloomberg Technology Special: Nvidia CEO Jensen Huang Play Episode
In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.See omnystudio.com/listener for privacy information.

Anticipating Nvidia Earnings and Telegram CEO's Arrest Sparks Discussion on Social Media and Free Speech Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow look at the markets as investors await Nvidia earnings after the market closes. Also on deck for AI earnings are Crowdstrike and Salesforce after the closing bell. Plus, Telegram CEO Pavel Durov's four day detention in ends with a French judge pondering pressing charges.See omnystudio.com/listener for privacy information.

Tech Under Pressure Ahead of Nvidia Results and Space X Tapped in to Bring NASA Astronauts Home Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow look at the move down in technology stocks as the market braces for Nvidia's earnings on Wednesday. Plus Elon Musk's SpaceX has been tapped in to bring NASA's stranded astronauts home from the ISS after Boeing's capsule failings. And Telegram CEO Pavel Durov is detained in France on alleged child protection failures.See omnystudio.com/listener for privacy information.

Tech Gains Again Ahead of Nvidia Results and OpenAI Fires Back on Regulation Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow look ahead to Nvidia's earnings as tech stocks get set for another weekly gain. Plus, Sen. Scott Wiener of California breaks down his controversial AI bill that's facing pushback from the likes of OpenAI. And a look back at the legacy of British tech titan, Mike Lynch.See omnystudio.com/listener for privacy information.

Nvidia's Market Cap, Peloton Turnaround, Apple Shakeup Play Episode
Bloomberg's Caroline Hyde details Nvidia's rise to lead among its tech peers in market cap. Plus, Peloton shares surge as the company turnaround efforts deliver and a shakeup in Apple as it parts ways with the head of its app store business.See omnystudio.com/listener for privacy information.

Nvidia Gains and Chinese Tech Stocks Sink Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down why Nvidia is leading benchmarks in a big week for markets as investors await economic data. Plus, why Walmart's $3.6 billion JD.com stake sale put e-commerce companies under pressure, and Ford scraps plans for an all-electric SUV.See omnystudio.com/listener for privacy information.

AMD Adds Data Center Technology and GM Slashes Jobs Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down AMD's $49 billion deal to buy server-maker ZT systems to fight back against Nvidia in the data center space. Plus, General Motors slashes software jobs after a big push to bolster its digital prowess, and sports streaming platform FuboTV continues to surge after rivals were blocked from launching the Venu Sports service a week before rollout.See omnystudio.com/listener for privacy information.

Google in DOJ Crosshairs and 13F Filings Hit Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down how a landmark antitrust win is prompting Washington to consider breaking up Google. Plus, Nvidia and Bitcoin ETFs are in focus as 13F filings hit, and Cisco is set to report earnings as the company cuts costs and jobs amid a shift to AI.See omnystudio.com/listener for privacy information.

Meta's AI Investments Pay Off, and Nvidia Shatters Records Play Episode
Bloomberg's Ed Ludlow breaks down how Meta's AI investments seem to have paid off. Plus, Arm slumps as the chip company holds off boosting its outlook, and Nvidia shatters records by adding $329 billion to its market cap in a single session. See omnystudio.com/listener for privacy information.

Microsoft and AMD Earnings, and Nvidia and Meta CEOs Discuss AI Play Episode
Bloomberg's Ed Ludlow pushes ahead to Microsoft and AMD earnings as Big Tech flirts with a correction. Plus, the CEOs of Nvidia and Meta discuss the future of AI, and a Tesla analyst narrowly avoids a car accident while testing Full Self Driving.See omnystudio.com/listener for privacy information.

Nvidia's Struggle, SCOTUS and Social Media Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest in tech markets as Nvidia struggles. Plus, we'll have the latest from Washington as the Supreme Court sends social media laws back to lower courts, and Qualcomm has become the new front-of-shirt sponsor for Manchester United.See omnystudio.com/listener for privacy information.

Nvidia Snaps Rout and Oracle Warns of TikTok Impact Play Episode
Bloomberg's Ed Ludlow breaks down how Nvidia snapped its three-day rout that wiped $430 billion off its market cap. Plus, Oracle warns of a financial impact to its business should TikTok be banned in the US, and Bloomberg Invest is underway in New York City, uniting leaders in asset management, banking, wealth, and private markets.See omnystudio.com/listener for privacy information.

Nvidia's Slide and Apple's EU Fines Play Episode
Bloomberg's Ed Ludlow breaks down Nvidia sliding for a third consecutive day and wiping out $400 billion off its market cap. Plus, Apple faces billions of euros in fines over its App Store rules under the EU's Digital Markets Act, and car sellers warn of a possible material hit from the CDK cyberattack.See omnystudio.com/listener for privacy information.

Nvidia's Rally and TikTok's Divest-or-Ban Bid Play Episode
Bloomberg's Caroline Hyde breaks down why insiders are cashing in on Nvidia's rally as the stock pushes deeper into record territory. Plus, TikTok parent Bytedance embarks on a high-stakes bid to overturn the law requiring them to divest or be banned, and a look at Point 72's plans for a new $1 billion hedge fund focusing on AI stocks.See omnystudio.com/listener for privacy information.

Nvidia's Rise to $3T and SpaceX's Fourth Major Test Flight Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's meteoric rise as it touches $3 trillion in market value. Plus, SpaceX's Starship reaches new milestones in its fourth major test flight, and Bitcoin hovers near record highs.See omnystudio.com/listener for privacy information.

Intel Vs. Nvidia and Paramount's Annual Meeting Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down the competition for AI chip dominance heating up as Intel takes aim at Nvidia. Plus, Paramount's annual meeting kicks off, and Tesla shares drop on reports Elon Musk has redirected thousands of AI chips reserved for the EV maker to X instead.See omnystudio.com/listener for privacy information.

AI Accelerators, AI PCs and GameStop's Surge Play Episode
Bloomberg's Caroline Hyde takes a look at Nvidia CEO Jensen Huang saying the company plans to upgrade its AI accelerators every year. Plus, the CEO of Qualcomm discusses AI PCs, and GameStop shares surge anew as Roaring Kitty unveils a $116 million position in the company.See omnystudio.com/listener for privacy information.

Nvidia Stock Surges and the DOJ Comes After Live Nation Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's earnings as its sales forecast lives up to high expectations. Plus, the Department of Justice takes aim to break up Live Nation, and Tesla CEO Elon Musk speaks at the VivaTech conference in Paris.See omnystudio.com/listener for privacy information.

Nvidia's Earnings and Apple's DOJ Case Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from Nvidia's earnings coming after the bell. Plus, Apple looks to get its DOJ antitrust case tossed out, and Scale AI secures $1 billion in funding as its valuation nearly doubles to almost $14b.See omnystudio.com/listener for privacy information.

Dell World Conference, Nvidia Earnings Preview Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down a preview for Nvidia's earnings. Plus conversations live from the Dell World Conference in Las Vegas.See omnystudio.com/listener for privacy information.

Global Chips Battle Intensifies, Apple Nears Deal with OpenAI Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest headlines on Nvidia, Arm, Intel and more. Plus, Apple nears a deal with OpenAI to add ChatGPT to the iPhone, and shares of GameStop surge amid speculation that Roaring Kitty is back liking the stock.See omnystudio.com/listener for privacy information.

Nvidia Traders Find Reasons to Worry, Alibaba Pulls Cainiao IPO, The Powerhouse Behind "The Rock" Play Episode
Bloomberg's Ed Ludlow discusses the outlook for Nvidia as investors gauge how much more room the stock has to run. Plus, Alibaba calls off its planned IPO of Cainiao which could have raised more than $1 billion dollars. And, Ed speaks with former Yahoo CEO Marissa Mayer and Dany Garcia - the powerhouse behind Dwayne The Rock Johnson.See omnystudio.com/listener for privacy information.

Nvidia's New Chip Architecture and TikTok's Bill Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down highlights from Nvidia's annual GPU technology conference as Jensen Huang unveils its most powerful chip architecture yet. Plus, a conversation with US Senator Bill Hagerty on the TikTok bill.See omnystudio.com/listener for privacy information.

Apple and Google's Gemini AI, and Nvidia's Annual Conference Play Episode
Bloomberg's Caroline Hyde breaks down the potential blockbuster agreement between Apple and Google to use Gemini AI in iPhones, and how Nvidia faces sky-high expectations from investors as its annual conference is underway. Plus, highlights from Elon Musk's full interview with CNN veteran Don Lemon. See omnystudio.com/listener for privacy information.

Shein's IPO and Nvidia's $70M Florida Supercomputer Play Episode
Bloomberg's Ed Ludlow takes a look at Shein re-thinking an IPO in New York with its sights now set on London as the fast-fashion company faces hurdles in the US. Plus, Nvidia's $70 million dollar supercomputer is hobbled in Florida by laws preventing top talent from ever setting foot in the state. See omnystudio.com/listener for privacy information.

Cathie Wood's TSMC Sale, Social Media Content Moderation Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down why Cathie Wood is selling into the Nvidia frenzy by cutting her TSMC stake. Plus, the Supreme Court is hearing challenges on two laws aiming to prevent social media platforms from "censoring" posts.See omnystudio.com/listener for privacy information.

Nvidia Tops $2T and Reddit Files for IPO Play Episode
Bloomberg's Caroline Hyde breaks down how Nvidia managed to top $2 trillion in market value, becoming the world's fourth most valuable company. Plus, we have all the details on Reddit's IPO filing, from its AI ambitions to its largest shareholders.See omnystudio.com/listener for privacy information.

Nvidia Surges and Reddit Gears Up for IPO Play Episode
Bloomberg's Caroline Hyde breaks down Nvidia's surge as AI demand powers the company's outlook yet again. Plus, we get a read on the state of the IPO market as Reddit gears up to file publicly for its offering.See omnystudio.com/listener for privacy information.

Nvidia Reports and Palo Alto Drops Play Episode
Bloomberg's Caroline Hyde breaks down what to expect from Nvidia as the $1.7 trillion chip company gears up for earnings results after the bell. Plus, we stick with earnings as Palo Alto Networks heads for its biggest drop ever as customers face "spending fatigue" in cybersecurity.See omnystudio.com/listener for privacy information.

Nvidia Earnings Expectations and Apple Vision Pro U-Turn Play Episode
Bloomberg's Caroline Hyde breaks down Wall Street's expectations of Nvidia's earnings due tomorrow. Plus, some Apple loyalists are making a U-turn on the Vision Pro and returning the device to get their money back, and Bitcoin climbs for four straight weeks.See omnystudio.com/listener for privacy information.

Amazon, Meta, Apple Earnings and the Vision Pro Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow dig into the latest Big Tech earnings results from Amazon, Meta and Apple. Plus, a closer look at Apple's latest bet on the future as its Vision Pro hits stores, and an exclusive interview with Nvidia's CEO.See omnystudio.com/listener for privacy information.

Nvidia's New Chip and Elon Musk's Reported Drug Use Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's new chips as CES kicks off in Las Vegas. Plus, Elon Musk's reported drug use is a new headache for the boards of Tesla and SpaceX.See omnystudio.com/listener for privacy information.

SpaceX Tender Offer and AMD Takes On Nvidia Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down how SpaceX is targeting a $175 billion dollar valuation through a tender offer. Plus, AMD takes on chip rival Nvidia as the company introduces its long-awaited line of AI accelerators.See omnystudio.com/listener for privacy information.

Sam Returns to OpenAI and Nvidia Earnings Beat Estimates Play Episode
Bloomberg's Ed Ludlow breaks down the changes at the AI company as Sam Altman takes back the helm after his shock ouster. Plus, chipmaker Nvidia tops earnings estimates but fails to meet loftier expectations from investors, and Binance's CEO pleads guilty to criminal charges.See omnystudio.com/listener for privacy information.

OpenAI Debacle and Nvidia Earnings Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest developments in the OpenAI story as the company tries to prevent an employee exodus. Plus, how Nvidia's AI accelerators are expected to drive a sales surge for the company.See omnystudio.com/listener for privacy information.

San Francisco's Future and Nvidia's New Chip Play Episode
Bloomberg's Ed Ludlow sits down with San Francisco mayor London Breed to discuss the future of the city as a tech hub. Plus, Caroline Hyde breaks down why Nvidia is updating its H100 AI processor, and what to watch for as Alphabet CEO Sundar Pichai prepares to testify in an antitrust trial on Tuesday.See omnystudio.com/listener for privacy information.

US Restricts China Access to Nvidia Chips Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down how the US is clamping down on China's chip access with sweeping updates to export controls including Nvidia-made chips. Plus, a look at the latest from the trial of Sam Bankman-Fried.See omnystudio.com/listener for privacy information.

Nvidia Earnings and Twilio's New AI Tool Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's earnings knocking it out of the park. Plus, Twilio launches new AI-powered features and AI startup Hugging Face nabs a $4.5 billion valuation. See omnystudio.com/listener for privacy information.

Peloton Plunges, Nvidia Set to Report & Huawei's Secret Chip Network Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down earnings results from Peloton as the fitness company plunges amid a disappointing outlook. Plus, a preview of Nvidia's earnings as investors look to see if the AI rally has staying power. And, a Bloomberg exclusive on how telecommunications giant Huawei may be building a secret network of chip fabrication center across China.See omnystudio.com/listener for privacy information.

More Chip Curbs on China and Joby Shares Pop Play Episode
Bloomberg's Ed Ludlow breaks down why Nvidia shares took a hit after the US said it plans more AI chip curbs for China. Plus, shares of electric air taxi company Joby surge today after receiving regulatory approval to expand test flights in the US.See omnystudio.com/listener for privacy information.

Nvidia Drops and AI Regulation Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down the market action as equities trade in the red and Nvidia drops for the first time since its blowout earnings report. Plus, the Biden administration weighs how aggressively to regulate new artificial intelligence tools like ChatGPT.See omnystudio.com/listener for privacy information.

Nvidia Hits $1 Trillion Dollars and Elon Musk's in Beijing Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down why Nvidia just hit $1 trillion dollars -- the 9th company to ever reach the valuation. Plus, Elon Musk emphasizes the importance of ties with China with a visit in Beijing.See omnystudio.com/listener for privacy information.

Ark Funds Sell Nvidia and AI's Impact on Travel Play Episode
Bloomberg's Caroline Hyde dives into the AI rally - the winners, losers, and potential curveballs. Plus, how AI is changing the way we travel.See omnystudio.com/listener for privacy information.

Nvidia Earnings and Looming US Default Play Episode
Bloomberg's Alex Barinka and Scarlet Fu break down Nvidia's blowout forecast sparking a $260 billion AI rally. Plus, why some CEOs signed an open letter to the President and Congress over their extreme concerns over the looming US default.See omnystudio.com/listener for privacy information.

Nvidia Surges and Coinbase Launches Blockchain Play Episode
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's stock surge as its AI computing push drives its strong outlook. Plus, Sam Bankman-Fried faces new charges and Coinbase launches its own blockchain.See omnystudio.com/listener for privacy information.

Lagging Demand for Nvidia and Apple's M&A Slowdown (Podcast) Play Episode
Bloomberg's Emily Chang breaks down why fewer people are buying PCs and gaming consoles and whether the government's CHIPS Act can revive the industry slump. Plus, a look at Apple's two-year purchasing slowdown despite its $179 billion war chest.See omnystudio.com/listener for privacy information.

Cyber Security Headlines

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Gemini AI hijacked, Nvidia rejects AI chip backdoors, phishers abuse Microsoft 365 Play Episode
Hackers hijacked Google's Gemini AI with a poisoned calendar invite to take over a smart home Nvidia rejects US demand for backdoors in AI chips Google says hackers stole its customers' data by breaching its Salesforce database Huge thanks to our sponsor, ThreatLocker ThreatLocker is a global leader in Zero Trust endpoint security, offering cybersecurity controls to protect businesses from zero-day attacks and ransomware. ThreatLocker operates with a default deny approach to reduce the attack surface and mitigate potential cyber vulnerabilities. To learn more and start your free trial, visit ThreatLocker.com/CISO.

Nvidia most valuable, Markopolo's meeting infostealer, Medibank MFA blame Play Episode
Nvidia becomes world's most valuable company Markopolo scam delivers infostealer through fake meeting software Medibank hack blamed on MFA failure Thanks to today's episode sponsor, Vanta When it comes to ensuring your company has top-notch security practices, things can get complicated, fast. Vanta automates compliance for SOC 2, ISO 27001, and more, saving you time and money. With Vanta, you can unify your security program management and proactively manage security reviews with AI-powered security questionnaires.Our listeners get $1,000 off at vanta.com/headlines. For the stories behind the headlines, head to CISOseries.com.

March 8, 2022 Play Episode
Leaked Nvidia data used in malware Russia says it's okay to download a car Sharkbot takes a bite out of the Play Store There are many misconceptions about security automation, so today's episode sponsor Torq is debunking a security automation myth each day this week. Myth 2: Security Automation Is Just a New Term for Automated Security Testing Wrong. While scanning and testing may be one example of a security automation use case, it's hardly the only one. Automation can be used to do things like help manage complex security workflows and optimize collaboration between different stakeholders. These are tasks...

March 2, 2022 Play Episode
Russia-Ukraine War update Nvidia confirms company data was stolen in hack Half of employees use unauthorized file services at work There are many misconceptions about security automation, so Torq is debunking a security automation myth each day this week. Myth 3: Only Enterprises Need Security Automation Debunked. While enterprises with thousands of endpoints and sprawling teams certainly need automation, businesses of all sizes face challenges related to other forms of scale when it comes to security. For instance, there are about 1 billion known types of malware in existence, and they imperil businesses of all sizes equally. To learn more...

February 28, 2022 Play Episode
Ukraine recruits volunteer IT army to hack list of Russian entities Russia demands Google restore access to its media YouTube channels in Ukraine Chipmaker giant Nvidia hit by ransomware attack There are many misconceptions about security automation, so Torq is debunking a security automation myth each day this week. Myth 1: Automation Is Only a Reactive Part of SecOps Incorrect. Proactive management of security incidents is just as important, like automatically scanning IaC configurations to detect vulnerabilities, automating collaboration between devs, IT ops and SecOps to prevent risks before they're threats. To learn more about the realities of automation, head...

April 13, 2021 Play Episode
Nvidia announces AI-powered tools for cybersecurity Biden announces nominations for cybersecurity positions Apple updates chip security mid-production Thanks to our episode sponsor, Sonatype Ask any software developer, and they'll tell you the truth about two things: 1. Conventional code analysis and appsec tools are noisy and not well integrated into the dev workflow. 2: Tools that don't actually make life easier for them just add friction and are ignored. Rather than slowing devs down with process-heavy security gates or circuitous quality alerts, Sonatype believes developers are better served by gentle, timely, and effective nudges that actually help them improve the...

September 14, 2020 Play Episode
SoftBank close to a deal to sell Arm to Nvidia, creating a powerhouse Zoom now offers two-factor authentication China may kill TikTok's US operations rather than see them sold Thanks to our sponsor, Dtex Systems Forget projects, get answers. Start preventing insider threats, stopping data loss, and monitoring remote employees in minutes, not days. And do it all without invading user privacy. DTEX Systems helps enterprises run safer and smarter with a first-of-its-kind human-centric approach to enterprise operational intelligence.Learn more and start a free trial 30-day at dtexsystems.com. For more on CISO Series, go to cisoseries.com.

Cybersecurity Today

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Fortinet Zero Day In Active Exploitation, North Korean Infiltration Grows And More: .Cybersecurity Today for November 16 2025 Play Episode
Critical Cybersecurity Updates: Fortinet Zero Day, North Korean Infiltration & JLR Cyber Attack In this episode of Cybersecurity Today, host David Chipley discusses the latest critical updates in the cybersecurity world. Fortinet faces a massive zero-day vulnerability actively exploited, leading to major security patches. North Korean IT workers have infiltrated 136 companies, massively impacting corporate security and funneling millions to the DPRK. Jaguar Land Rover's cyber attack results in a startling $220 million loss, affecting the UK's economy. Lastly, we delve into widespread copy-pasted flaws across leading AI platforms like Meta and Nvidia. Stay updated, stay secure! 00:00 Introduction and...

CyberWire Daily

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A new front in the data sovereignty debate. Play Episode
Trump tells diplomats to fight digital sovereignty. DeepSeek allegedly trains on banned Nvidia chips. Google knocks out Gallium. Hackers tamper with patient records in New Zealand. Popular mental health apps leak risk. Wynn confirms a ShinyHunters breach. Telecoms dodge New York cyber rules. Russia targets Telegrams founder. And a defense insider heads to prison for selling cyber weapons to Moscow. Andrew Dunbar, CISO of Shopify, discusses how identity and trust become the new perimeter and how commerce needs both. Barking backlash brews beneath big-game broadcast. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss...

When preview pane becomes preview pain. Play Episode
Patch Tuesday. Federal prosecutors charge a Houston man with smuggling Nvidia chips to China, a Ukrainian woman for targeting critical infrastructure, and an Atlanta activist for wiping his phone. The power sector sees cyber threats doubling. The new Spiderman phishing kit slings its way across the dark web. Our guest is Dick O'Brien, Principal Intelligence Analyst from Symantec and Carbon Black Threat Hunter Team, discussing Unwanted Gifts: Major Campaign Lures Targets with Fake Party Invites. The Pentagon unveils a killer chatbot. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for...

The bug that got everyones attention. Play Episode
Organizations worldwide scramble to address the critical React2Shell vulnerability. Major insurers look to exclude artificial intelligence risks from corporate policies. Three Chinese hacking groups converge on the same Sharepoint flaws. Ransomware crews target hypervisors. A UK hospital asks the High Court to block publication of data stolen by the Clop gang. The White House approves additional Nvidia AI chip exports to China. The ICEBlock app creator sues the feds over app store removal. The FBI warns of virtual kidnapping scams. The FTC upholds a ban on a stalkerware maker. Dave Lindner, CISO of Contrast Security, discusses nation-state adversaries targeting source...

AI meets the chain of command. Play Episode
Cyber Command names a new head of AI. The UK introduces its long-delayed Cyber Security and Resilience Bill. Researchers highlight a critical Oracle Identity Manager flaw. Salesforce warns customers of a third-party data breach. Italys state-owned railway operator leaks sensitive information. SonicWall patches firewalls and email security devices. The US charges four individuals with conspiring to illegally export restricted Nvidia AI chips to China. The SEC drops its lawsuit against SolarWinds. NSO group claims a permanent injunction could cause irreparable and potentially existential harm. Maria Varmazis of the T-Minus Space Daily show sits down with General Daniel Karbler (Ret.) to...

Chasing Silicon shadows. Play Episode
Two Chinese nationals are arrested for allegedly exporting sensitive Nvidia AI chips. A critical security flaw has been discovered in Microsofts new NLWeb protocol. Vulnerabilities in Dell laptop firmware could let attackers bypass Windows logins and install malware. Trend Micro warns of an actively exploited remote code execution flaw in its endpoint security platform. Google confirms a data breach involving one of its Salesforce databases. A lack of MFA leaves a Canadian city on the hook for ransomware recovery costs. Nvidias CSO denies the need for backdoors or kill switches in the companys GPUs. CISA flags multiple critical vulnerabilities in...

Hello, hacker speaking. Play Episode
Cisco reveals a phishing related data breach. SonicWall warns users to disable SSLVPN services after reports of ransomware gangs exploiting a likely zero-day. Researchers uncover a stealthy Linux backdoor and new vulnerabilities in Nvidias Triton Inference Server. A new malware campaign targets Microsoft 365 users with fake OneDrive emails. The U.S. Treasury warns of rising criminal activity involving cryptocurrency ATMs. Cloudflare accuses an AI startup of using stealthy methods to bypass restrictions on web scraping. A global infostealer campaign compromises over 4,000 victims across 62 countries. Marty Momdjian, General Manager of Ready1 by Semperis, tells us about Operation Blindspot, a...

SUSE flaw found hiding in plain port. Play Episode
A critical vulnerability in SUSE [SOO-suh] Manager allows attackers to run commands with root privilege. A joint CISA and U.S. Coast Guard threat hunt at a critical infrastructure site reveals serious cybersecurity issues. Healthcare providers across the U.S. report recent data breaches. Cybercriminals infiltrate a bank by physically planting a Raspberry Pi on a network switch. Russian state-backed hackers target Moscow diplomats to deploy ApolloShadow malware. Luxembourg investigates a major telecom outage tied to Huawei equipment. Chinas cyberspace regulator summons Nvidia over alleged security risks linked to its H20 AI chips. A new report examines early indicators of system compromise....

UK calls out Russias playbook. Play Episode
The UK sanctions Russian military intelligence officers tied to GRU cyber units. An AI-powered malware called LameHug targets Windows systems. Google files a lawsuit against the operators of the Badbox 2.0 botnet. A pair of healthcare data breaches impact over 3 million individuals. Researchers report a phishing attack that bypasses FIDO authentication by exploiting QR codes. A critical flaw in Nvidias Container Toolkit threatens managed AI cloud services. A secure messaging app is found exposing sensitive data due to outdated configurations. Meta investors settle their $8 billion lawsuit. Our guest is Will Markow, CEO of FourOne Insights and N2K CyberWire...

Taxing times for cyber fraudsters. Play Episode
British and Romanian authorities make arrests in a major tax fraud scheme. The Interlock ransomware gang has a new RAT. A new vulnerability in Google Gemini for Workspace allows attackers to hide malicious instructions inside emails. Suspected Chinese hackers breach a major DC law firm. Multiple firmware vulnerabilities affect products from Taiwanese manufacturer Gigabyte Technology. Nvidia warns against Rowhammer attacks across its product line. Louis Vuitton joins the list of breached UK retailers. Indian authorities dismantle a cyber fraud gang. CISA pumps the brakes on a critical vulnerability in American train systems. Our guest is Cynthia Kaiser, SVP of Halcyons...

Federal agencies in power struggle crossfire. Play Episode
Federal agencies become battlegrounds in an unprecedented power struggle. XE Group evolves from credit-card skimming to exploiting zero-day vulnerabilities. WhatsApp uncovers a zero-click spyware attack linked to an Israeli firm.Texas expands its ban on Chinese-backed AI and social media apps. Data breaches expose the personal and medical information of over a million people.NVIDIA patches multiple critical vulnerabilities. Arm discloses critical vulnerabilities affecting its Mali GPU Kernel Drivers and firmware. The UK government aims to set the global standard for securing AI. Tim Starks from CyberScoop has the latest from Senate confirmation hearings. The National Cryptologic Museum rights a wrong. Remember...

Exposing AI's Achilles heel. [Research Saturday] Play Episode
This week, we are joined by Ami Luttwak, Co-Founder and CTO from Wiz, sharing their work on "Wiz Research Finds Critical NVIDIA AI Vulnerability Affecting Containers Using NVIDIA GPUs, Including Over 35 percent of Cloud Environments." A critical vulnerability in the NVIDIA Container Toolkit, widely used for GPU access in AI workloads, could allow attackers to escape containers and gain full access to host environments, jeopardizing sensitive data. Wiz estimates that at least 33% of cloud environments are affected and urges immediate updates to NVIDIA's patched version. This discovery highlights the broader issue of young, under-secured codebases in AI tools,...

Operation Magnus strikes back. Play Episode
Operation Magnus disrupts notorious infostealers. Pennsylvania officials debunk election disinformation attributed to Russia. TeamTNT targets Docker daemons. Delta sues CrowdStrike. NVIDIA released a critical GPU Display Driver update. Fog and Akira ransomware exploit SonicWall VPNs. A researcher demonstrates Downgrade attacks against Windows systems. Qilin ransomware grows more evasive and disruptive. Pwn2Own Ireland awards over $1 million for more than 70 zero-day vulnerabilities. Our guest is Grant Geyer, Chief Strategy Officer at Claroty, talking about safeguarding our nation's critical food infrastructure. At long last, its legal to fix your McFlurry. Remember to leave us a 5-star rating and review in your...

Escape from GPU island. Play Episode
A critical vulnerability has been discovered in the NVIDIA Container Toolkit. Representatives from around the world are meeting in Washington to address ransomware. The Pentagon shoots down the notion of a separate cyber service. A genetic testing company leaves sensitive information in an unsecured folder. A public accounting firm breach affects 127,000 individuals. The DOJ charges a British national with hacking U.S. companies. Californias Governor vetoes an AI safety bill. CISOs deserve a seat at the table. Tim Starks from CyberScoop describes the House Homeland Security chairs proposed cyber workforce bill. Password laziness leaves routers vulnerable. Remember to leave us...

The supply chain in disarray. [Research Saturday] Play Episode
Elad, a Senior Security Researcher from Cycode is sharing their research on "Cycode Discovers a Supply Chain Vulnerability in Bazel." This security flaw could let hackers inject harmful code, potentially affecting millions of projects and users, including Kubernetes, Angular, Uber, LinkedIn, Databricks, DropBox, Nvidia, Google, and many more. The research states "We reported the vulnerability to Google via its Vulnerability Reward Program, where they acknowledged our discovery and proceeded to address and fix the vulnerable components." Please take a moment to fill out an audience survey! Let us know how we are doing! The research can be found here: Cycode...

Cyber dimensions of Russias hybrid war against Ukraine. Hacktivists and cybercriminals choose sides. Lapsu$ releases NVIDIA and Samsung data (and says a victim hacked back). Play Episode
Russian influence operations fail as few support Russia's war of aggression. Ukraine will become a "contributing participant" in NATO's CCDCOE. Ukrainian cyberattacks, and the marshaling of hacktivists. Russian cyberattacks: surprisingly restrained and unsurprisingly supported by criminal organizations like Conti. The FBIs Bryan Vorndran joins us with insights on the work his team did on Sodinokibi. Rick Howard looks at vulnerability management. Lapsu$ gang releases data taken from NVIDIA and Samsung in separate extortion incidents. For links to all of today's stories check out our CyberWire daily news briefing: https://thecyberwire.com/newsletters/daily-briefing/11/44 Selected reading. What Happened on Day 11 of Russias Invasion of...

Swapping propaganda shots. ICANN will not block the Internet in Russia. Hacktivists achieve a nuisance-level of success. NVIDIA gets a most curious demand. And theres no US draft. Play Episode
Propaganda engagements in Russias hybrid war against Ukraine. ICANN will not block the Internet in Russia. Hacktivists, real and pretended, achieve a nuisance-level of success in Russias war. Scams and misinformation circulate in Telegram. NVIDIA gets a most curious demand from a cyber gang. CISAs ICS advisories. Johannes Ullrich looks at phishing pages on innocent websites. Our guest is Chase Snyder from ExtraHop to discuss implications of the cyber talent shortage. And, hey, newsflash, no matter what the texts on your phone might say, theres no military draft in the US. For links to all of today's stories check out...

Edge of the Web

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647 | News from the EDGE | Week of 12.14.2023 Play Episode
Rock, Paper, Scissors - Shoot! Listen in as we're joined by Crystal Carter, head of communications at Wix, to discuss the world of SEO and digital marketing, focusing on Google's latest AI model, Gemini. We cover the model's various versions, its potential to impact search and creative industries, and how Google may have pushed the envelope of reality a little bit with the tool's debut video. Covering other AI and marketing news, including X's chatbot, Grok, the AWS and NVIDIA partnership for advanced generative AI, and the discussion about the SEC's probe into investment advisors' use of AI and the...

Forward Guidance

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AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup Play Episode
We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. Enjoy! Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1QhmyPwzHfE0pzkjIWOxHtvUolJptQPUr/view?usp=sharing Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using...

AIs CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup Play Episode
This week, we discuss NVIDIAs latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Feds mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryptos recent washout and what they may signal about the road ahead. Enjoy! Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/19pmtdWgHFQaXqjjkBeuM89VtGWCLa9qo/view?usp=sharing Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest...

Tommy Thornton: Tech Stocks Are In A Bubble Play Episode
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Tommy Thornton on Twitter https://x.com/TommyThornton Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (01:52) Tech Stocks Are In A "Bubble," Argues Tommy (15:29) Earnings Season So Far: Tesla and Google (20:51) VanEck Ad (21:32) Interview Continues (25:33) Nvidia and Apple (37:03) What Tom Is Short (39:39) What Tom Is Long (51:49) Permissionless Ad (52:51) Interview Continues (01:00:26) National Debt and Recession Odds (01:03:48)...

The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of Engineered Yield Play Episode
Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Jonathan Treussard of Treussard Capital Management joins Forward Guidance to help define what a bubble is. By his strict definition, nothing qualifies right now. But as money flows into risk assets, valuations become stretched. Treussard has trouble with the high valuations in the U.S. market, and sees opportunities in the cheaper European and Japanese markets. He also shares his views on the risk of the engineered yield that comes from strategies that sell options explicitly or implicitly. Filmed on...

Remi Tetot on AI, Crypto, and Uranium Play Episode
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Remi on Twitter https://twitter.com/TheKingCourt Remis Substack, The Mad King: https://onemadking.substack.com/ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:38) Stock Market Rally Has "Room To Go" But Tetot Is "Cautious" Around Nosebleed Valuations (06:11) Nvidia's Data Center Business...

Guy Benson Show

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BENSON BYTE: What Does the Fed Rate Cut Mean for YOUR Wallet? Taylor Riggs of "The Big Money Show" Breaks It Down Play Episode
Taylor Riggs, Co-anchor "The Big Money Show" on Fox Business Channel, joined us on the Guy Benson Show today to discuss the Federal Reserve's quarter-point rate cut today. Riggs explains exactly what that means for you, your wallet, and your financial future. The pair also discussed Trump's messaging on the affordability crisis and the debate surrounding Trump's approval of NVIDIA's chip sale to China, and you can listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Invest Like the Best with Patrick O'Shaughnessy

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Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451] Play Episode
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune to host him every year or two on this podcast. Gavin began covering Nvidia as an investor more than two...

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442] Play Episode
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularityliterally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about...

Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] Play Episode
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect guest to discuss all things AI and investing. There is so much detail in this discussion and Im incredibly grateful to Gavin for sharing his wisdom with us again. Please enjoy this fantastic conversation with Gavin...

Gavin Uberti - Real-Time AI & The Future of AI Hardware - [Invest Like the Best, EP.356] Play Episode
Today, my guest is 21-year-old Gavin Uberti, who dropped out of Harvard to buildEtched, which is one of the most fascinating companies Ive seen. The topic of our conversation is the ongoing revolution in artificial intelligence, and more specifically the chips and technology that powers these incredible models. To date, general-purpose AI chips like Nvidia GPUs have powered the revolution, but Gavins bet is that purpose-built chips, hard-coded for the underlying model architecture, will dramatically reduce the latency and cost of running models like GPT4. Were about to embark on what Gavin calls the largest infrastructure buildout since the industrial...

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349] Play Episode
Todays guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYUs Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks up where we left off 18 months ago and covers a wide range of topics from macro risks to Nvidia and the process of crafting a personal investment philosophy. Please enjoy this great discussion with Aswath Damodaran. Listen to Founders Podcast Episode #311 James Cameron For the full show...

Lenny's Podcast

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Al Engineering 101 with Chip Huyen (Nvidia, Stanford, Netflix) Play Episode
Chip Huyen is a core developer on Nvidias Nemo platform, a former AI researcher at Netflix, and taught machine learning at Stanford. Shes a two-time founder and the author of two widely read books on AI, including AI Engineering, which has been the most-read book on the OReilly platform since its launch. Unlike many AI commentators, Chip has built multiple successful AI products and platforms and works directly with enterprises on their AI strategies, giving her unique visibility into whats actually happening inside companies building AI products.We discuss:1. What people think makes AI apps better vs. what actually makes AI...

Lex Fridman Podcast

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#494 Jensen Huang: NVIDIA The $4 Trillion Company & the AI Revolution Play Episode
Jensen Huang is the co-founder and CEO of NVIDIA, the world’s most valuable company and the engine powering the AI computing revolution. Thank you for listening Check out our sponsors: https://lexfridman.com/sponsors/ep494-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/jensen-huang-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: NVIDIA: https://nvidia.com NVIDIA on X: https://x.com/nvidia NVIDIA AI on X: https://x.com/NVIDIAAI NVIDIA on YouTube: https://youtube.com/@nvidia NVIDIA on Instagram: https://www.instagram.com/nvidia/...

#459 DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters Play Episode
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for listening Check out our sponsors: https://lexfridman.com/sponsors/ep459-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact...

Masters of Scale

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Kara Swisher takes on big tech, from Apple to Nvidia Play Episode
Can ChatGPT dethrone Gemini? Is Tim Cook capable of leading Apple into the next wave of AI? As 2025 winds down, journalist and podcast host Kara Swisher joins Rapid Response to cut through the noise and decode whats really happening across OpenAI, Meta, Google, and more. Swisher also sizes up the state of Disney, Netflix, and the escalating bidding war for Warner Bros. Discovery. And in classic Swisher fashion, she doesnt hold back weighing in on Elon Musks eye-popping potential pay package, Mark Zuckerbergs costly misfires at Meta, and what the future of AI means for human health and cognition.Visit...

Rapid Response: Inside Intels AI ambitions, w/CEO Pat Gelsinger Play Episode
The AI boom in 2023 left Intel chasing rival Nvidia, whose chips and shares have been in high demand. Like other laggards amid this years AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intels CEO Pat Gelsinger sits down with Rapid Response host Bob Safian to discuss how the company is working to re-establish itself and sharing lessons for leaders everywhere about the long-term trajectory of the AI wave and how to practically position yourself to ride it. Plus, Pat shares leadership insights from his unceremonious exit from Intel a decade ago, and how hes applying...

Mostly Technical

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113: 2026 Predictions Play Episode
Ian and Aaron are answering your questions about what's coming in 2026, covering everything from AI shrinking dev teams to Elon becoming a trillionaire and so much more.Sponsored by Bento, Flare, Ittybit, tldraw, OG Kit, Tighten, and NusiiInterested in sponsoring Mostly Technical? Head to https://mostlytechnical.com/sponsor to learn more.(00:00) - No Rest For The Weary (03:39) - Manager of Agents (14:44) - Predictions! (30:57) - Ian's Personal Productivity System (40:17) - More Predictions! (58:02) - Vibe Code vs. Buying (01:03:17) - Even More Predictions! (01:17:15) - Christmas Presents Links:Aaron Levie's TweetParkinson's LawGroq's deal with NvidiaClaude's 2x Holiday PromotionObsidianPhilip K DickCursor migrated...

Motley Fool Money

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The Reality of Investing in 2026 Play Episode
The war in Iran doesnt seem to be slowing down and thats impacting oil prices today, but thats just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how were investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - The Iran war and how it impacts markets - Are there safe havens? - Picking a stock market Final 4 - Stocks on our radar Companies discussed: Alphabet NVIDIA (NVDA), Apple...

What Were Doing (or Not Doing) as the Market Drops Play Episode
The conflict in Iran is on every investors mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what were doing (or not doing) in todays market. Then we deep dive into an unloved company, Disney. Travis Hoium, Emily Flippen, and Lou Whiteman discuss: - Iran, the market, and what were doing now - Broadcom earnings - Disney deep dive - Stocks on our radar Companies discussed: Stantech (STN), Honeywell (HON), Disney (DIS), Broadcom (AVGO), NVIDIA (NVDA). Host: Travis Hoium Guests: Emily Flippen, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are...

Broadcoms CEO said What? Play Episode
Broadcom hasnt been the first company on investors minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the companys first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcoms earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resorts attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler...

Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner Play Episode
Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be on the block. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Paramount wins WBD - NVIDIAs disappointing quarter - Earnings roundup - Joby and Uber - Stocks on our radar Companies discussed: Rocket Lab (RKLB), Mercadolibre (MELI), Netflix (NFLX), Warner Bros Discovery (WBD), NVIDIA (NVDA), Alphabet (GOOG, GOOGL), The Trade Desk (TTD), Snowflake (SNOW), Joby (JOBY), Uber (UBER), Doordash (DASH), Lyft (LYFT),...

NVIDIA Posts Earnings. Wall Street Says Thats It? Play Episode
NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was meh. The gang breaks down NVIDIAs earnings and investigates into some of the challenges for the future Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIAs earnings - The evolving landscape for CPUs and GPUs - The bull vs. bear look at MercadoLibre's earnings - The Trade Desks quarterly results Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU Host: Tyler Crowe...

Biotech Beat NVIDIA in 2025. Can It Do It Again? Play Episode
Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025? Karl Thiel, Tom King, and Tim Beyers discuss: - Slow rolling chaos at FDA and its effects on drug approvals. - How to think about risk when investing in biotech. - Earnings predictions for Lilly and Novo as well as a review of results from DNA researcher Twist Bioscience (NASDAQ: TWST). Dont wait! Be sure to...

Owning the Operating System Play Episode
In todays episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss: - Nvidias $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints - How restaurant tech is pushing the limits on throughput - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR Host: Emily...

Big Investing Takeaways From CES 2026 Play Episode
CES is always an exciting time in tech because new productions both realistic and crazy are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the announcements at CES. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Uber and Lucids big reveal - NVIDIAs autonomy model - Legos smart blocks - Duds at CES Companies discussed: Uber (UBER), NVIDIA (NVDA), Apple (AAPL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively,...

An Investors Guide to 2026 Play Episode
What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and Lou Whiteman discuss: - The AI trade- How the economy is doing- What stocks will go up and down- Stocks on our radar Companies discussed: NVIDIA (NVDA), Target (TGT), Chipotle (CMG), Intel (INTC), Lululemon (LULU), Nike (KNE), Tesla (TSLA), Alphabet (GOOG, GOOGL), Palantir (PLTR), Apple (AAPL), Amazon (AMZN), Airbnb (ABNB), Honeywell (HON), Novonordisk (NOVO). Host: Travis HoiumGuests: Emily Flippen, Lou WhitemanEngineer: Bart Shannon Advertisements are...

The Most Shocking Stories of 2025 Play Episode
Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year. We discuss all of it. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - When tariffs shocked the world - When ChatGPT fell behind Google - Golds ouperformance - How well do you remember 2025 Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL). Sandisk (SNDK), Medline (MDLN). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively,...

Our Stock Market Naughty and Nice List Play Episode
Were making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for stocks we want to buy in 2026. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Stocks on our Nice List - Stocks on our Naughty List - Discount stocks were shopping for after the holidays Companies discussed: Mercado Libre (MELI), Alphabet (GOOG, GOOGL), Rocket Lab (RKLB), NVIDIA (NVDA), TJX Companies (TJX), Klarna (KLAR), Fiserve (FI), Target (TGT), Starbucks (SBUX). Eli Lilly...

OpenAI Wants Another $100 Billion Play Episode
The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Geminis comeback, and give top executives candy or coal in their stockings. Travis Hoium, Lou Whiteman, and Asit Sharma discuss: - OpenAIs reported $100 billion capital raise - Geminis performance and cost advantage - Which executives get candy and who gets coal? - Stocks on our radar Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL), Coreweave (CRWV), Chipotle (CMG), Starbucks (SBUX), Apple (AAPL), Berkshire Hathaway (BRK-A, BRK-B). Host: Travis...

Market Volatility and Opportunities We See Today Play Episode
The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame. Travis Hoium, Dan Caplinger, and Jon Quast discuss: - Why the market is down - Bitcoins drop - Where we see bargains - CEO Hall of Fame Companies discussed: Bitcoin (BTC), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Five Below (FIVE), Mercado Libre (MELI), Meta (META), Chipotle (CMG), Starbucks (SBUX). Host: Travis Hoium Guests: Dan Caplinger, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements...

Semis and Housing and Retail, oh My! Play Episode
This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Another quarter of monster numbers from NVIDIA - Home Depot and Lowe's thoughts on the housing and home improvement market. - Walmarts quarterly numbers make Targets management look silly. Companies discussed: NVDA, META, AMZN, GOOG, MSFT, PLTR, HD, LOW, TGT, WMT, BBWI Host:...

Google Steals the Show in AI Play Episode
Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we talk about the drop in Bitcoin and how Target lost its mojo. Travis Hoium, Rachel Warren, and Jon Quast discuss: - Gemini 3 is out - Anthropics capital raise - Bitcoin is down, but is it out? - Why Target is falling behind in retail Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Target (TGT), Bitcoin (BTC), Coinbase (COIN), Circle (CRCL). Host: Travis Hoium Guests: Rachel Warren, Jon...

Microsoft Gets $135 Billion OpenAI Stake Play Episode
Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giants stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss: - Microsofts $135 billion OpenAI stake - Rolling layoffs in Corporate America - NVIDIAs deals in robotics, aviation, and medicine Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host: Travis Hoium Guests:...

Investing After Cloud Outages & The End for Electric Vehicles? Play Episode
We discuss how cloud outages may impact stocks beyond Amazon. Plus, GMs great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Cloud outages - GMs results and the EV future - The rise of the co-CEO - Apples iPhone growth Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall Engineer: Dan Boyd...

What Can History Teach Us About Investing in 2025? Play Episode
What can we learn about investing in 1999 or 2007 that can be applied today? While history doesnt repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how were applying that today. Travis Hoium, Jon Quast, and Jason Moser discuss: - How 2025 compares to 1999 and 2007 - What we wish we knew - Energys role in AI - How well do you know investing history? Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Waste Management (WM), Rubrik (RBRK). Host: Travis Hoium Guests: Jon Quast, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements...

Apples Headset Strategy & Teslas EV Sales Windfall Play Episode
We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Teslas latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Apples headset strategy - Teslas delivery numbers - Earnings trends to watch - Over/Under Companies discussed: Apple (AAPL), Alphabet (GOOG), NVIDIA (NVDA) MercadoLibre (MELI), Delta (DAL). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The...

The Hidden Opportunities in AI Play Episode
Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Metas changing AI plans and we play Higher or Lower.Travis Hoium, Lou Whiteman, and Jon Quast discuss: - AIs hidden gems- Tiktoks sale- Where there are opportunities today- Metas AI plans Companies discussed: Oracle (ORCL), Alphabet (GOOG), Meta Platforms (META), Chipotle (CMG), Cava (CAVA), NVIDIA (NVDA), Vertiv (VRT). Host: Travis HoiumGuests: Lou Whiteman, Jon QuastEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, TMF) do not endorse, recommend, or verify the accuracy...

The Great Rule Breakers Healthcare Debate: Progyny or Hims & Hers? Play Episode
Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims & Hers. Leave a comment to get in on the debate! Alicia Alfiere, Sanmeet Deo, and Tim Beyers discuss: - Progyny vs. Hims & Hers - who goes on the watchlist? - Intel and NVIDIAs big $5 billion deal. - Reflections on Rule Breaker Investing. Be sure to get to your local bookstore and pick up a copy of Davids Gardners new book Rule Breaker Investing. Its on shelves now; get it before its gone! Companies discussed: PGNY, HIMS, INTC, NVDA Host: Tim...

Big Tech Is Fun Again & The Fed Speaks Play Episode
Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The Feds rate cut - NVIDIA invests in Intel - Meta cant quit the metaverse - Rule Breaker investing - Googles AI muscle Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and...

Nvidia and Intel Make a $5 Billion Bargain Play Episode
Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial reports before wrapping up with stocks on our radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Nvidia takes a $5 billion stake in Intel as the pair begins co-developing products - Would it be a good thing if companies were...

The Trillion Dollar AI Question Play Episode
AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends- Housing prices decline- KPop Demon Hunters and Netflix content- We play Cut Down Day Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Axon (AXON), Netflix (NFLX), Amazon (AMZN), Tesla (TSLA), Shopify (SHOP), Meta Platforms (META), Mercado Libre (MELI), Intuitive Surgical (ISGR), Chipotle (CMG), Palantir (PLTR), Aerovironment (AVAV) Host: Travis HoiumGuests: Lou Whiteman,Tim BeyersEngineer: Bart Shannon Advertisements are...

Nano Banana Steals the Spotlight From NVIDIA Play Episode
Can NVIDIAs recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI? Travis Hoium, Jon Quast, and Dan Caplinger discuss: - NVIDIAs earnings- Nano Banana from Google Gemini- Spotify gets social- Dollar General show momentum in retail. Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Microsoft (MSFT), Meta Platforms (META), Dollar General (DG), Dollarama (DOL), Spotify (SPOT). Host: Travis HoiumGuests: Jon Quast, Dan CaplingerEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, TMF) do not endorse, recommend, or verify the accuracy or completeness of the...

Warren Buffett Is Making Big Buys Again Play Episode
Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play Ohh, No! or Lets Go!! Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: - Inflation is a boogeyman again - UFC gets a $7.7 billion deal with Paramount - Buffett makes a big buy - Stocks on our radar Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH) Host: Travis Hoium Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Disclosure: Advertisements are sponsored...

Tariffs and Trade Wars Cant Slow Big Techs Momentum Play Episode
The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. Lou Whiteman, Rachel Warren, and Jon Quast discuss: - The Federal Reserves decision to keep rates steady - A shift in smartphone production - Microsoft and Meta Platforms commit to continued elevated capex spending - Who will be the next $4 trillion company? Companies discussed: Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA) Host: Rachel Warren Guests: Lou Whiteman, Jon Quast Engineer: Bart Shannon Advertisements are...

Coffee, Chips, and Credit Cards Play Episode
Earnings from Starbucks, Visa, and Spotifys earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Teslas chip deal with Samsung - Spotifys earnings - Visa, Starbucks, and Booking earnings - Are you bull or bear? Companies discussed: Tesla (TSLA), Spotify (SPOT), Visa (V), Starbucks (SBUX), Booking (BKNG), NVIDIA (NVDA) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend,...

Bold Earning Season Predictions Play Episode
Get excitedtoday is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflation ticks up - NVIDIA and semiconductors get a China bump - The big banks kick off earnings season (and tell us about the economy) - Is Crypto Week a thing? - Bold predictions on which company will surprise this earnings season Companies discussed: NVDA, AMD, JPM, WFC, C, Bitcoin, ETSY, CFLT, WBD Host: Anand Chokkavelu Guests: Emily Flippen, Jason Hall, Jose Najarro Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool...

Exploring CoreWeave: An NVIDIA-Backed AI Play Play Episode
Would you be interested in a stock thats quadrupled in less than three months? (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss: - Chewy earnings - Hype Meter: CoreWeave - Sezzle vs. Shopify Companies discussed: CHWY, CRWV, SEZL, SHOP Host: Anand Chokkavelu Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein...

Nvidias Big Number Play Episode
$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Market relief about the latest in Trumps trade saga. - A rose and a thorn from Nvidias latest report. - Another trade-related announcement that affects the semiconductor supply chain. Companies discussed: NVDA, CDNS, SNPS, SIEGY Host: Mary Long Guest: Tim Beyers Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do...

Inside Nvidias Thinking Machine Play Episode
AI wouldnt exist without Nvidia, at least not in its current form. So argues Stephen Witt, a journalist and author of the book The Thinking Machine: Jensen Huang, Nvidia, and the World Most Coveted Microchip. The Motley Fools Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about: - What Jensen Huang is afraid of. - Whether anything can stop the current capex cycle. - Where Nvidias next $3 trillion in market cap could come from. The full version of this conversation is able to Motley Fool members via our Fool24 livestream,...

Big Earnings Energy Play Episode
In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and whats behind the companys impressive business results. - The chipmakers growth story in 2025. - Netflixs plan to become a trillion dollar company. Then, (15:20) Tim and Ricky discuss the export ban on Nvidias H20 chips and what it means for the tech giant. Learn more about the Range Rover Sport at www.rangerover.com/us/sport Companies discussed: TSM, NFLX, NVDA Host: Ricky Mulvey Guest: Tim Beyers Producer: Mary Long Engineer: Dan Boyd Learn more about...

Rule Changes Chip Charges Play Episode
Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit. (00:21) Anthony Schiavone and Mary Long discuss Nvidias $5.5 billion charge and earnings from Prologis. Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AIs impact on the cybersecurity space. Companies mentioned: NVDA, PLD, AOT Host: Mary Long Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Market Movers: Jerome Powell and Jensen Huang Play Episode
Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powells rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his companys work on infrastructure projects, how the tariff picture figures into their outlook, and how to...

Nvidias New Chips, with a Side of Valuation Play Episode
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidias Super Bowl of AI, plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonomous driving, and robotics. Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions. Got a question for the show? Email podcasts@fool.com Companies/tickers discussed: NVDA, PYPL Host: Mary Long Guests: Asit Sharma,...

Nvidia, Apple, and Eli Lilly: Manufacturing the Future Play Episode
The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results havent kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lillys plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava. Here is Jasons fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/ (19:11) Jason dives deeper into Axons earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and...

What Drives Nvidias Growth? Play Episode
The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidias 78% yearly revenue growth. - CEO Jensen Huangs vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companies discussed: NVDA, APP, META Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

How Nvidia Changed the World Play Episode
Theres more to the legendary chipmaker than its tech stack. Tae Kim is a Senior Technology writer at Barrons and author of the new book, The Nvidia Way. Best-selling author Morgan Housel interviews Kim for a conversation about: - The early days at Nvidia and its long path to overnight success. - What drives Nvidias employees. - How Jensen Huang takes long-term thinking to the extreme. Premium Motley Fool members can catch Morgan and Taes full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way To become a premium Motley Fool member, go to www.fool.com/signup Host: Morgan Housel Guest: Tae Kim Producer: Mac Greer, Mary Long...

The Future According to Jensen Huang Play Episode
Its Nvidias world, and were just living in it. (00:14) David Meier and Mary Long discuss Jensen Huangs CES keynote, plus: - All the cool stuff thats coming, from personal supercomputers to self-driving trucks and AI-rendered worlds. - The rollout of a digital workforce. - Why Wall Street shrugged at Nvidias announcements. Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Companies mentioned: NVDA, PYPL Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/...

Expectations Over Results Play Episode
The market yawned at Nvidias 94% growth and cheered as Williams-Sonoma posted year-over-year declines. Its all about expectations. (00:55) Jason Moser and Emily Flippen discuss: - How Walmart is thriving while Target struggles with decelerating discretionary demand. - Market expectations affecting the reactions to Nvidias strong quarter and Williams-Sonomas seemingly weak one. - Snowflakes strong report and what its new deal with Anthropic means . (19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. (34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai. Get...

Comcast Spins Out Cable Networks Play Episode
Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: - Nvidias quarter and data center growth. - Why Comcast is spinning off its cable assets. - Microstrategys unusual bond offering. Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Companies discussed: NVDA, CMCSA, MSTR, EGP Host: Ricky Mulvey Guests: Bill Barker Producer: Mary Long Engineer:...

Markets Love Certainty Play Episode
Donald Trumps 2024 election victory gave investors a swift and decisive read on Americas next president. We sort through the reaction and everything else going on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donalds Trumps 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micros woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in...

$279 Billion Lost In A Day Play Episode
The Department of Justice has some questions about Nvidias business. (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share repurchases by corporations. - Earnings from Dicks Sporting Goods and Dollar Tree. (18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry. Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&utm_campaign=share-btn_savedevents_share_modal&utm_source=link Host: Ricky Mulvey Guest: Jason...

Missing Piece of the AI Spend Puzzle Play Episode
Nvidia continues its streak of triple-digit growth, but we shouldnt be so surprised. (1:08) Jason Moser and Bill Mann discuss: - Nvidias killer quarter, and why the market yawned over the results. - The global IT outages impact on Crowdstrikes past quarter and outlook for the rest of the year. - Chewys continued turnaround, Dollar Generals merchandising woes, and the new-look mature Salesforce. (19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks leadership teams. (33:16) Jason and Bill break down two stocks on their radar: Birkenstock...

Nvidias Burn the Ships Moment Play Episode
Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidias earnings. - What future supercomputing systems could create. - CrowdStrikes first call since its outage. Companies discussed: NVDA, CRWD, PANW, S Learn more about the Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guest: Tim Beyers Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

How Banned Chips Get to China Play Episode
The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. Theyve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombies turnaround, and Chewys commitment to customers. Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite Americas efforts to keep them stateside. Read Anas storyhere. Companies discussed: CMG, JWN, ANF, CHWY, NVDA "With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html Host: Mary Long Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey Engineer:...

Is Nvidia a Vibe Stock? Play Episode
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 Nvidias earnings results. - Temus owner, PDD, shedding $55 billion in value. - One possible reason why a co-CEO is talking down his companys stock. - Red Lobsters new CEO. Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement. Learn more about the Range Rover Sport at www.landroverusa.com See how your 403(b) stacks up at www.403bwise.org Companies discussed: NVDA,...

Amazon Up, Walgreens, Nike & McPlant Down Play Episode
Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there? (00:21) Jason Moser and Bill Mann discuss: - Tips for playing the long game with the 2024 election cycle ramping up - Amazon joining the $2T club, and which member is most likely to experience a big fall. - Disappointing earnings for Walgreens and Nike, while McCormick keeps business zesty. (19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today. (31:22) Jason...

AIs ROI Play Episode
In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about? RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies AI spend. They also discuss: - The rate of improvement for AI models - How non-Mag 7 companies are using AI - And one company thats spending smartly on the new technology. Take a look at the Gartner Hype Cycle. Host: Ricky Mulvey...

Millions, Billions, Trillions for Nvidia Play Episode
Nvidias been on such a tear, its tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the markets returns are being driven by a few companies. - An luxury-fashion IPO that wasnt in Italy. - AI pushing Accenture through a slowdown in its core business and how Dardens Restaurant chains are holding up as pricing comes into focus...

Our Listeners Can Fix Cracker Barrel Play Episode
Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic. (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners. Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea. Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Alicia Alfiere Engineer: Dan Boyd Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds...

Activists at Autodesks Door Play Episode
Starboard Value would like to see some changes at Autodesk and isnt shy about it. And Jensen Huangs commencement address at Caltech has some timeless life and investing advice. (00:21) Tim Beyers and Dylan Lewis discuss: - Why Starboard Value is putting Autodesks management team and board on notice. - Broadcoms 10-for-1 stock split, and why the 90s are alive and well in tech. - Nvidia CEO Jensen Huangs advice for graduates at Caltech and wisdom from 30 years at the helm. Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book,...

We Can Fix You, Southwest Play Episode
Elliott Management amps up the activist activity, and puts Southwests leadership and board on notice. (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline. - Nvidias stock split, and why this one may matter more than most. - The new names in the S&P 500 Crowdstrike, KKR, and GoDaddy and what they say about the state of the market. (17:57) Are the worlds tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state...

The Big Three Drive All-Time Highs Play Episode
If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors. Plus, (17:05) Mary Long interviews Tom Steyer, author of Cheaper, Faster, Better: How Well Win the Climate War about advancements in green tech. Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tom Steyer Engineers: Dan Boyd, Tim Sparks Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account...

Salesforce = Less of a Force? Play Episode
Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stocks slump is warranted. Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidias standout earnings. Check out the Range Rover Sport at www.landroverusa.com Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU Host: Mary Long Guests: Tim Beyers, Asit Sharma, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia, Target & The Mailbag Play Episode
AI continues to float Nvidias boat, and it's helping an unlikely old school name in tech. (00:21) Jason Moser and Bill Mann discuss: - Nvidias blowout quarter and upcoming stock split. - Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan. - Earnings updates from retailers Target, Autozone, and Lowes. (19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz. (32:27) Jason and...

Nvidia Rolls On Play Episode
The tech giant continues to crush analysts lofty expectations. (00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidias data center business, future growth stories for the company, and some questions about its valuation. Then, (13:08)Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups. Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL Host:Ricky Mulvey Guests: Asit Sharma, Mary Long, Matt Frankel Engineers: Tim Sparks, Desiree Jones Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks...

Everything at Highs: Tech, Rates, Gold and Cocoa Play Episode
Conventional theory says stocks, debt, and hedges shouldnt all be at highs at the same time what does it mean for investors? (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflation numbers and whether the Fed will actually cut rates in 2024. - The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time. - Amazon CEO Andy Jassys annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. . (19:11) Motley Fool Moneys Deidre Woollard talks with Barbara Kellerman...

Nvidia Sells Chips Like Pancakes Play Episode
The chip designer unveiled a bigger and faster graphics processing unit, but the market isnt cheering the announcement. (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidias new Blackwell GPU. - If any competitors are closing in on the tech giant. - Nvidias plays in humanoid robots, self-driving cars, and weather forecasting. Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security. Stock Advisor discount link for podcast listeners: www.fool.com/asit Got a question for the show? Email us at podcasts@fool.com Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN...

Whats Up With Super Micro? Play Episode
When a stock goes parabolic, theres more to the story than business performance. Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fools Interconnected Opportunities investing service to discuss: - Super Micros real business. - The original bull thesis for the data center service company. - Super Micros relationship with Nvidia. - Whats behind the stocks recent performance. Stocks discussed: SMCI, NVDA, DELL, HPQ Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Its NVIDIAs world and were just living in it! Play Episode
Earnings season rolls on plus some acquisitions made the news this week: (00:21) Emily Flippen and Andy Cross discuss: - Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre - Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio (19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book The Battle for the Bird. (34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS Host: Ron Gross Guests: Emily Flippen, Andy Cross, Kurt Wagner...

The NVDA Show Play Episode
What does Nvidias blockbuster quarter signify for the future? (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidias growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidias capital allocation. Companies discussed: NVDA Host: Deidre Woollard Guest: Tim Beyers Producers: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Stock Market Whip Lash Play Episode
Economic data and earnings season combined for a volatile weak in the stock market. (00:21) Bill Mann and Jason Moser discuss: - The latest inflation numbers and what they mean for investors - Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk - Nvidias disclosure of its investments and how it impacted stocks (19:11) Corrado Russo shares some thoughts on the international real estate market. (34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS Host: Ron Gross Guests: Bill Mann,...

JP Morgan Healthcare Conference Highlights Play Episode
Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss: - Biogens next shot at an Alzheimers treatment. - Why companies cant muscle their way into making new molecules. - How NVIDIA could change drug development. - Modernas vaccine strategy Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX Host: Deidre Woollard Guest: Karl Thiel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Headsets First, Killer Apps Second Play Episode
The Consumer Electronics Show kicks off with big news from Nvidia and many more. (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apples Vision Pro successful. - The relevance of Twilios CEO switch. (17:42)Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars. Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY Claim your Epic Bundle discount here:www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Kevin Simzer Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones Learn more about...

2023 in Review: Nvidia, Interest Rates, Taylor Swift Play Episode
We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General. - The IPO and product launch that were totally forgotten this year. (19:11) Dave Meyer the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets talks through insights from Bigger Pockets State of Real...

AI and ai Play Episode
Uppercase, lowercase, doesnt matter. Nvidia and OpenAI are the ones to watch in artificial intelligence. (00:20) Asit Sharma and Dylan Lewis discuss: Nvidias epic quarter and the markets ho-hum response. The OpenAI drama, corporate governance, and How theyre making their turkeys this Thanksgiving. Companies discussed: NVDA, MSFT Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at703-254-1445. Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Expectations Investing Part 2: General Motors to Nvidia Play Episode
What does an investor have to believe for todays share price to make sense? Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss: - Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term. Companies discussed: GM, CP, ADYEY, NVDA Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings Buzzwords: AI and Shrink Play Episode
Nvidia earnings soaked up a lot of headlines, but theyre not the only one making moves in AI. (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidias earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why shrink is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. (19:11) Olivier Pomel, CEO of DataDog, talks through the...

Nvidia Shoots For The Stars Play Episode
Just how big can Nvidia get? For CEO Jensen Huang, its to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: - Nvidias strong quarter and the cyclicality of chip demand. - Why Nvidia isnt the only game in town for AI chips. - How Snowflakes data warehouse solutions might grow over time. Companies discussed: NVDA, AMD, INTC, SNOW Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Debt Ceiling Drama, AI's Peak, and Expired Coffee Play Episode
What kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio) (20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert. Companies discussed:...

Big Tech's Banner 2023 Continues Play Episode
Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling. (19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book...

Nvidia Booms Play Episode
The graphics processing maker became $200 billion more valuable in a single day. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidias blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders. Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon. Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan...

"It's the vanilla ice cream of the banking sector." Play Episode
Now that all of the Big Banks have reported earnings, what stands out? (00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power (11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options. Companies discussed: BAC, JNJ, PG, NVDA Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Surprising Earnings, Conservative Management Play Episode
There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. (0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair (19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack - Their most recent stock purchases...

Etsy's "Jedi Mind Trick" Play Episode
There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on? (1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker. Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers. Companies discussed: ETSY, NVDA Host: Dylan Lewis Guests: Tim...

Fed Chief Speaks, Wall Street Reacts Play Episode
Strong words from Federal Reserve chairman Powell sent stocks down on Friday. (0:30) Jason Moser and Emily Flippen discuss: - Why long-term investors should not be surprised by Powell's comments - Snowflake's strong week - Zoom Video shares falling to a 2-year low - Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high - Amazon making headlines for what it is NOT planning to do - The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit (19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and...

The New Bull Market Play Episode
This week the Nasdaq officially entered bull market territory. (0:30) Emily Flippen and Jason Moser discuss: - July CPI and how lower-than-expected inflation fueled a market rally - Axon Enterprises posting record revenue in Q2 - Marqeta founder Jason Gardner stepping down as CEO - Drama between Unity Software, AppLovin, and Ironsource - The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk (19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them. (30:15) Emily and Jason analyze Nvidia pre-announcing...

The Wrong Side of The Learning Curve Play Episode
Chips, and the companies that make and use them, dominate the business news. (0:25) Bill Mann discusses: - Micron Technology cutting guidance while also announcing a $40 billion investment in the U.S. - How Micron's current picture is similar to Nvidia's - Take-Two Interactive continuing its rough year by lowering guidance - Allbirds shares falling 23% as the young company learns some harsh lessons about business and growth (13:57) Alison Southwick and Robert Brokamp look to "The Great Resignation" to find examples of what job-seekers should consider if they think we're heading for a recession. Stocks mentioned: MU, NVDA, TTWO,...

Shopify: Bull vs. Bear Play Episode
What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA,...

4 Beach Reads for Investors Play Episode
Heading into Memorial Day weekend, investors got some sunshine as the Dow, S&P 500, and Nasdaq all rose for the first time in over a month. (0:30) Emily Flippen and Maria Gallagher discuss: - Why they're watching inflation and increased talk of a recession - Costco posting stronger results than Walmart and Target - Baidu and Alibaba rising in China - Ulta Beauty's record sales in Q1 - Snowflake trading below its IPO price - Farfetch fighting on the front line of so many tough macro trends - The latest from Workday, Nvidia, and Williams-Sonoma (19:00) Asit Sharma talks with...

Metaverse Possibilities for Investors Play Episode
Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses: - Nvidia's unusual stock movement in the past 24 hours - The graphics chipmaker slowing hiring and their guidance - Apple targeting the same iPhone production levels as last year - Why he's more concerned for Android phone makers than he is for Apple (13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse. Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS Host:...

Finding Long-Term Winners in a Rough Market Play Episode
After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss: - Walmart increasing its dividend - Shopify shares falling despite strong growth in its fiscal year - Nvidia's guidance for 2022 - Airbnb reporting a profit and booking longer stays - Roku battling supply chain disruptions - Roblox getting punished for a small...

"This is why we can't have nice things!" Play Episode
(0:20) Maria Gallagher discusses: - Nvidia wrapping up the fiscal year with strong results across the board - DoorDash increasing orders as well as the amount of money spent per order - Surprisingly strong guidance for DoorDash's 2022 - Cheesecake Factory having pricing power? (14:45) Jason Moser and Matt Frankel do a deep dive on PayPal. Are you ready for February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: NVDA, DASH, UBER, CAKE, BRK.A, MELI, AAPL, PYPL Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer:...

Is Peloton the Next Chipotle? (No, seriously) Play Episode
In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. Bill Mann shares why he thinks new CEO Barry McCarthy is the right choice for the job and how the company's situation reminds of what Chipotle went through a few years ago. Also today: - Nvidia abandons its attempt to buy Arm Limited due to "significant regulatory challenges" - Steven Spielberg proving that past performance is generally a good indication of future results - Alison...

Big Banks, Big Opportunities, and What Did The Fed Chief Say? Play Episode
Earnings season kicks off with the latest results from JPMorgan Chase, Wells Fargo, and Citigroup. Take-Two Interactive buys Zynga for $12.7 billion. Elastic's CEO moves to the CTO role. Virgin Galactic needs more money. Meta Platforms shuts down its dating service. Domino's makes changes to deal with inflation. Crocs makes a play for the luxury market. Maria Gallagher and Jason Moser analyze those stories, discuss why they're most curious about upcoming results from Pinterest and Etsy, and share two stocks on their radar: Adyen and Nvidia. CFP Malcolm Ethridge analyzes what Federal Reserve Chair Jay Powell said on Capitol Hill...

New Highs, Oscar Buzz Movies, and a Sweet IPO Play Episode
Target and Walmart report big earnings but shares slip on margin concerns. Sweetgreen surges 85% on the salad restaurants first day of trading. And Intuit, Nvidia, Home Depot, and Lowes all hit new highs. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and discuss the latest from Axon Enterprise and Bilibili. Plus, our analysts share two stocks on their radar: Farfetch and Peloton. And corporate governance expert and film critic Nell Minow talks ESG, executive compensation, and must-see movies with Academy Awards potential. Learn more about your ad choices. Visit megaphone.fm/adchoices

Buy, Sell, or Hold? Play Episode
Will Amazons department stores be a hit with shoppers? Who is the next CEO to announce retirement? Whats the next big trend in alcohol sales? Maria Gallagher and Jason Moser tackle those questions, as well as the latest earnings from Walmart, Target, Lowes Home Depot, Foot Locker, Nvidia, Farfetch, and Robinhood. Plus, they discuss Chipotles newest menu item, share 11 stock ideas for the return of weddings and two stocks on their radar: Roblox and Elastic. Learn more about your ad choices. Visit megaphone.fm/adchoices

Let It Snow! Play Episode
Snowflake dazzles with the biggest software IPO ever. Adobe reports record revenue. Lennar Corp raises the roof with big earnings. Nvidia makes a $40 billion buy. Telehealth company AmWell makes its debut on Wall Street. FedEx hits a new all-time high. Dave & Busters declines on bankruptcy concerns. And the nation prepares for a Peeps-free Halloween. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share a couple of stocks on their radar: Nike and Freshpet. Plus, award-winning personal finance expert Laura Adams offers helpful tips for anyone starting a business and shares other insights from her...

Record Highs, Coronavirus Concerns, Facebooks New Hobby Play Episode
Nvidia shakes off its crypto hangover and reports blowout earnings. Shopify soars. Pepsi surprises. And Roku rises. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Mattel, Lyft, Under Armour, and Restaurant Brands International. Plus, our analysts talk about the coronavirus and what it means for investors. We dig into Facebooks Pinterest-like app, Samsungs foldable phone, Kelloggs Incogmeato, and Kentucky Fried Crocs. And our analysts share three stocks on their radar: Appian, Tencent, and Salesforce. Thanks Health IQ. See if you qualify for lower rates! healthiq.com/fool Get the first...

Retail: The Good, the Bad and the Ugly Play Episode
Walmart stock pops on another strong quarter, while shares of Macy's and Tapestry both suffer double-digit losses. Ron Gross and Jason Moser analyze the current state of retail and share why they believe Nordstrom and Under Armour have genuine opportunities to improve their standing with investors. We discuss the latest with General Electric, NVIDIA, Darden Restaurants, Berkshire-Hathaway, and Hologic. Plus, Motley Fool co-founder David Gardner discuss when to sell, when to add to your winners, investing takeaways from his recent trip to China, and his upcoming investor presentation on August 20th. (For more information on David Gardner's investor presentation visit...

The Algebra of Happiness Play Episode
Walmart delivers. Pinterest plummets. Baidu reports a rare loss. And Taco Bell gets into the hotel business. Analysts Andy Cross, Ron Gross, and Jason Moser tackle these stories and weigh in on earnings from Alibaba, NVIDIA, and Wix. Plus, NYU professor and best-selling author Scott Galloway talks about his new book, The Algebra of Happiness: Notes on the Pursuit of Success, Love, and Meaning. Get $50 off your first job post atwww.LinkedIn.com/Fool. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon vs. NYC, Coke vs. Pepsi, and Oscars Preview Play Episode
Amazon rebuffs the Big Apple. Coke fizzles while Pepsi sparkles. And NVIDIA stops the bleeding. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and talk Activision Blizzard, Shopify, Restaurant Brands International, and UnderArmour. Plus, corporate governance expert and film critic Nell Minow talks about the problem with stock buybacks and previews the Oscars. Thanks Audible! Get Power Moves by Adam Grant for free when you sign up for a free Audible trial atAudible.com/foolpoweror text foolpower to 500 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto Hangovers and Must-See Movies Play Episode
Home Depot and Walmart report big earnings but fail to impress Wall Street. Nvidia nosedives on a crypto slowdown. And Eventbrite gets a chilly reception. Analysts Aaron Bush, Matt Argersinger, and Jason Moser discuss these stories and review Apples budding film career. Plus, corporate governance expert and film critic Nell Minow talks shareholder rights, Stan Lee, and must-see holiday movies. Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fooland get $50 off your first job post. Thanks Netsuite. Get the FREE guide, Crushing the Five Barriers to Growth, atNetSuite.Com/FOOL. Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber's Road Ahead Play Episode
Wall Street shrugs off big earnings from Disney. Nvidia connects. TripAdvisor flies higher. MercadoLibre stumbles. Electronic Arts wraps up a strong year. iQiyi pops, while Dropbox drops. Plus, Bloomberg technology editor and best-selling author Brad Stone talks about Ubers plan for flying taxis and weighs in on the latest from Google, Amazon, and Airbnb. Learn more about your ad choices. Visit megaphone.fm/adchoices

Phoenix Cast

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Current Events to start 2026 Play Episode
In this episode of the Phoenix Cast, hosts John and Kyle kick off 2026 with a jam-packed current events roundup covering the React to Shell vulnerability (think Log4Shell but for the front end), the Marine Corps' new drone training requirements, Google's TPU announcements that might have NVIDIA sweating, and the launch of GenAI.mil. They also share some exciting podcast milestones, dish out their 2026 predictions, and Kyle reveals his holiday vendetta against PowerPoint that resulted in building his own AI-powered presentation tool.We'd love to hear your thoughts! Tweet us at our new handle, @ThePhoenixCast, and don't forget to join our...

Current Events Around AI Play Episode
In this episode of Phoenix Cast, hosts John, Rich, and Kyle discuss current events, with a focus on a slew of AI topics. Share your thoughts with us on Twitter: @USMC_TFPhoenix - Follow MARFORCYBER, MCCYWG, & MCCOG on Twitter, LinkedIn, Facebook, and YouTube. Leave your review on Apple Podcasts. Links: A couple of Podcasts to Listen to: https://podcasts.google.com?feed=aHR0cHM6Ly9hbmV5ZW9uYWkubGlic3luLmNvbS9yc3M%3D&episode=ZTM5OTVkZjUtZWNhMi00ODQ4LTkwN2ItYTBmNmQ5YWFjZmFh https://podcasts.google.com?feed=aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS81NG5BR2NJbA%3D%3D&episode=NmU5MGJhZDctNDgwZi00OTc0LTkyZjgtZDRlNzY1MjBiNDNj Articles we discuss: https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22/ https://openai.com/blog/introducing-gpts https://www.theguardian.com/technology/2023/nov/25/how-crisis-openai-sam-altman-unfolded#:~:text=And%20a%20major%20event%20in,the%20alleged%20breaches%20of%20trust. https://www.vox.com/future-perfect/2023/11/21/23971765/openai-sam-altman-microsoft https://cset.georgetown.edu/wp-content/uploads/CSET-Decoding-Intentions.pdf https://www.tomshardware.com/news/nvidia-takes-chip-business-revenue-crown-from-tsmc https://youtu.be/3d0kk88IE8c?si=mbkXS_Vw5ZZStyO4

Quick Reaction: Lapsus$ Ronin and Atlassian Play Episode
Show notes In this episode of Phoenix Cast, hosts John and Kyle talk about a pair of recent hacks and some SaaS downtime. Share your thoughts with us on Twitter: @USMC_TFPhoenix (Now verified!) Follow MARFORCYBER & MCCOG on Twitter, LinkedIn, Facebook, and YouTube. Leave your review on Apple Podcasts. Links: -https://krebsonsecurity.com/2022/04/leaked-chats-show-lapsus-stole-t-mobile-source-code/  -https://krebsonsecurity.com/2022/03/a-closer-look-at-the-lapsus-data-extortion-group/ -https://www.microsoft.com/security/blog/2022/03/22/dev-0537-criminal-actor-targeting-organizations-for-data-exfiltration-and-destruction/ -https://www.wired.com/story/okta-hack-microsoft-bing-code-leak-lapsus/ -https://fortune.com/2022/03/24/mastermind-lapsus-microsoft-nvidia-okta-hack-16-year-old-living-mom/ -https://gizmodo.com/lapsus-hackers-are-stealing-microsoft-samsung-okta-d-1848687645 -https://newsletter.pragmaticengineer.com/p/scoop-atlassian?s=r

Risky Business

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Risky Business #830 -- LiteLLM and security scanner supply chains compromised Play Episode
On this weeks show, Patrick Gray, Adam Boileau and James WIlson discuss the weeks cybersecurity news. They talk through: TeamPCPs supply chain attack on Github, and they threw in an anti-Iran wiper, because why not?! Anthropic hooks up its models to just use your whole computer After Strykers Very Bad Day, CISA says maybe add some more controls around your Intune? Another iOS exploit kit shows up in the cyber bargain-bin The FTC decides to ban all new home routers?! U wot m8?! Supermicro founder was personally sanction-busting Nvidia GPUs into China?! This weeks episode is sponsored by enterprise browser...

Rule Breaker Investing

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Blast from the Past, Vol. 10 Play Episode
David kicks off 2025 by revisiting five timeless lessons drawn from classic episodes spanning nearly a decade of weekly podcastsnow approaching 500 consecutive weeks of fresh content. Reaching back to 2016 and beyond, he rediscovers core investing principles: the surprising advantage of never selling, the folly of waiting for dips, the power of choosing stocks of stellar employers, and how great leaders transform intuition into intentional culture. Revisiting stories of Warren Buffett, Danny Meyer, and exceptional stock picks like Amazon and Nvidia, this episode delivers valuable, enduring truths for investors both new and seasoned. Host:David Gardner Producer:Dez Jones Companies Mentioned:...

November 2024 Mailbag: Community Encouragement Cycle Play Episode
How do you thank someone for saving your life? In this years Gratitude episode, Boyd Dunleavey shares his extraordinary journey from beating cancer to running marathonsand how investing in companies like Nvidia and Shopify changed his familys future. Listener stories span the globe, from a school founder in Japan to a Fool in Bangalore with a portfolio full of 10-baggers. Along the way, David reflects on the power of community, the lessons of loss, and why gratitude is the ultimate fuel for a richer life. This is Thanksgiving, Rule Breaker-style. Host:David Gardner Producer:Desire Jones Companies mentioned:AMZN, AXON, COST, MELI, META,...

Gratitude: 2024 Play Episode
As another year winds down, its time to pause and reflect on the year of 2024 and the gratitude we feel. From groundbreaking achievements in business (artificial intelligence) to investing home runs (Nvidia, and the S&P 500 overall) to the meaningful connections that enrich our lives, this weeks podcast is an expression of thankfulness for what inspires us, supports us, and keeps us moving forward and reminds us why we invest. Lets feel grateful together lets call it out! And find sparks of inspiration for the year ahead. Host:David Gardner Producer:Desire Jones Companies mentioned:AMZN, ISRG, MELI, META, NVDA Learn more...

Software Engineering Daily

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SED News: NVIDIA Bets on Intel, Metas Demo Crash, and Anthropics Explosive Growth Play Episode
SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they cover NVIDIAs $5B investment in Intel and $100M stake in OpenAI, Metas stumble with its AR glasses demo, and the The post SED News: NVIDIA Bets on Intel, Metas Demo Crash, and Anthropics Explosive Growth appeared first on Software Engineering Daily.

Mojo and Building a CUDA Replacement with Chris Lattner Play Episode
Python is the dominant language for AI and data science applications, but it lacks the performance and low-level control needed to fully leverage GPU hardware. As a result, developers often rely on NVIDIAs CUDA framework, which adds complexity and fragments the development stack. Mojo is a new programming language designed to combine the simplicity of The post Mojo and Building a CUDA Replacement with Chris Lattner appeared first on Software Engineering Daily.

The Cloudcast

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Three Thoughts from NVIDIA GTC 2026 Play Episode
SUMMARY: We dig into the NVIDIA GTC keynote and highlight three things - accelerated computing for everything, the complexity of the new inference stack, and NVIDIAs open software stack including NemoClaw.SHOW: 1012SHOW TRANSCRIPT: The Reasoning Show #1012 TranscriptSHOW VIDEO: https://youtu.be/aXOr91q76yMSHOW SPONSORS:VENTION - Ready for expert developers who actually deliver?Visit ventionteams.comSHOW NOTES:NVIDIA GTC 2026 (Keynote)NVIDIA NemoClaw - OpenClaw + OpenShell + NVIDIA Agent ToolkitNVIDIA adds Groq LPU to their rack systemsNVIDIA to invest $26B in Open Weight ModelsInterview with Jensen about Accelerated Computing (Stratechery)Topic 1 - Jensens trying to paint the bigger picture of accelerated computing everywhere (robotics, autonomous driving, gen-ai,...

Three AI Rooms to be a Fly on the Wall in 2026 Play Episode
As we move into Q1 2026, Brian talks about 3 rooms where he'd like to be a fly on wall to see the blueprints of significant AI companies shaping the markets.SHOW: 1002SHOW TRANSCRIPT: The Cloudcast #1002 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"A FLY ON THE WALL IN 3 ROOMS IN 2026Room1 - NVIDIAs M&A Room (Chips, Software Stack, Hosting Services, Agentic Tools, etc.)Room 2 - Anthropics Agentic VisionRoom 3 - TSMCs 2028-2030 PlanningFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow

The Craziest Year (so far) comes to a close Play Episode
A lot changed in the world of Cloud and AI this year. And then it changed some more, and some more, and so more. The only constant was change.SHOW: 988SHOW TRANSCRIPT: The Cloudcast #988 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESIT WAS AN INTERESTING YEAR IN CLOUD AND AI TECHNOLOGYAI has become a mainstream technology, political and social talking pointAI went through 7yrs of news cycles in 1 yrDeepSeek - Maybe NVIDIA chips arent needed?NVIDIA acquihired Grok and their technologyMaybe AWS lead in the cloud is now in questionGoogle got their act...

After NVIDIA's Latest Earnings Play Episode
Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors.SHOW: 978SHOW TRANSCRIPT: The Cloudcast #978 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world...

Where is the Android of AI? Play Episode
Apples iPhone had the Android ecosystem, but where is the Android of AI going to come from to challenge the OpenAI/NVIDIA duopoly? Lets explore the possibilities.SHOW: 956SHOW TRANSCRIPT: The Cloudcast #956 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (thats d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:WHAT ARE THE ALTERNATIVE PATHS FOR AI?Consumer: Ad-supportedConsumer: Understandable tiersEnterprise: ELAs for Co-Pilot, GeminiEnterprise: Model building...

Five Things I Did This Week Play Episode
Does your management chain know what youre doing to bring value to your company, your group or just your role? How do you communicate value for accountability, visibility, and promotability?SHOW: 904SHOW TRANSCRIPT: The Cloudcast #904 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Jeff Bezos API Mandate, and 5 Rules surrounding itJensen Huangs NVIDIA Top 5 Things emailDO YOU PROVIDE STATUS, ACCOUNTABILITY, OR DIRECTION ON YOUR WORK ACTIVITIES?Lots of things could be perceived as negative, but how are you...

Cloud & AI News Trends for February 2025 Play Episode
Brian Gracely and Brandon Whichard discuss the top stories in Cloud and AI from February 2025 including NVIDIAs earnings, Hashicorp, Intels CEO trio, Developer Co-Pilots, and RIP Skype.SHOW: 903SHOW TRANSCRIPT: The Cloudcast #903 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Link to February 2025 news and articlesSEGMENTS COVERED IN THE SHOW:Good Old Fashioned Cloud NewsThe AI Innovation ContinuesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram:...

Bathing in the Confusion around GenAI Play Episode
Right now the news around GenAI seems scattered, all of the place, and confusing. Lets dig into whats working, whats not, and where some future trends are heading.SHOW: 902SHOW TRANSCRIPT: The Cloudcast #902 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Most AI Investments Will Lose Money as Market Enters Greed Cycle (Vinod Khasla, VC)My LLM CodeGen workflow (Harper Reed)"Gen AI: Too Much Spend, Too Little Benefit?" (Goldman Sachs)Microsoft cancels leases on Data Centers for AINVIDIA announces Q4 earningsAn...

Will the real AI breakthrough come from Big AI? Play Episode
Are we sure that the next big thing in AI is going to come from OpenAI, or even one of the big cloud providers with $Billions to spend? History tells us that it might come from someone smaller.SHOW: 864SHOW TRANSCRIPT: The Cloudcast #864 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"WHERE DID THE CRITICAL NEXT INNOVATIONS COME FROM?Internet infrastructure (router) came from CiscoWeb Browser / Web Server came from NetscapeMainstream Linux came from Red HatSocial Media came from Twitter, FacebookCloud came from AmazonSmart Phone came from AppleAI came from ?? (OpenAI, NVIDIA)Whats Similar? Whats...

Cloud News of the Month - August 2024 Play Episode
Brian Gracely (@bgracely)and Brandon Whichard (@bwhichard) discuss the top stories in Cloud and AI from August 2024.SHOW: 855SHOW TRANSCRIPT: The Cloudcast #855 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW NOTES:Link to August 2024 news and articlesSubscribe to Cote's newsletter.SEGMENTS COVERED IN THE SHOW:Good Old Fashioned Cloud NewsThe AI Innovation ContinuesTrend 1 - What will be the ripple effects of Intels struggles?Trend 2 - Is this a bump or a bubble for NVIDIA?Trend 3 - Why do companies have such a hard time with a 2nd act?Trend 4 -...

The Mid Year (2024) Mailbag Play Episode
2024 has been evolving very quickly for Cloud and AI. So as we get to the mid-year point, we stop and answer many of your mailbag questions.SHOW: 839SHOW TRANSCRIPT: The Cloudcast #839 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Amazon acqui-hiring - Adept.ioInflectionAmazon building ChatGPT Competitorhttps://www.businessinsider.com/amazon-andy-jassy-wooed-wall-street-overhauled-bloated-tech-giant-2024-7The InfraRed ReportMAILBAG QUESTIONS:Topic 1 - At this stage of the GenAI era, obviously the picks and shovels are winning (e.g. NVIDIA). But beyond that, are there obvious winners and losers, or areas that look more promising? Topic 2 - In the near-term or...

Is Everyone's AI Strategy in Chaos? Play Episode
When you see the headline <ex-employee> says <company> AI strategy is in chaos, what does it really mean? Is any companys AI strategy NOT in chaos at this point?SHOW: 824SHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW NOTES:Ex-Google says Google's AI strategy is in chaos (Decoder)The Transformer Paper from Google (foundation of GenAI)NVIDIA coverage on Stratechery (Ben Thompson)DBRX LLM from DatabricksArtic LLM from SnowflakeOpenElm LLM from AppleOpenAI and Apple sign deal, Apple still wants a Google optionIBM and Red Hat bring Open Source to AI with InstructLabWE OVERESTIMATE IN 1YR, AND UNDERESTIMATE...

Cloud News of the Month - March 2024 Play Episode
Aaron (@aarondelp) and Brian (@bgracely) discuss the biggest tech stories, announcements, and trends from March 2024.SHOW: 809SHOW TRANSCRIPT: https://bit.ly/cloudcast-809-transcriptCLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW NOTES:LINKS TO ALL THE ARTICLES FOR MARCH 2024 CLOUD NEWSSegments Covered in the Show:Good Old Fashioned Cloud NewsThe AI Innovation Continues - Speed RoundTrend 1 - KubeCon EU 2024Trend 2 - Microsoft continues to branch out from OpenAI as a partnerTrend 3 - NVIDIA held a pretty massive GTC eventFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X:...

The Industry Fallout from OpenAI 2023 Play Episode
Aaron, Brian and Brandon Whichard (@bwhichard, Software Defined Talk) talk about the November OpenAI drama and how it potentially impacts the entire AI industry in 2024.SHOW: 781CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBESHOW NOTES:Benedict Evans - AI, and Everything Else (2024 looking forward)Is AI the next Oppenheimer event? (Eps.770)Building the Foundations of the Modern Cloud (Eps.774)Microsoft CEO Satya Nadella on the OpenAI Debacle (Kara Swisher)NVIDIA - The Dawn of the AI Era (Acquired...

AI is the new Bi-Modal IT Play Episode
As AI begins to go mainstream in IT, were now at the stage where projects will either be AI-enabled or not, creating the new Bi-Modal IT for the 2020s. SHOW: 722CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBESHOW NOTES:Why Digital Business needs BiModal IT (Gartner 2015)Slack getting an AI ChatbotNVIDIA shares spike on demand for AI chipsAI announcements from Microsoft Build 2023Windows and the AI Platform ShiftGoogle I/O and the coming AI BattlesRed Hat...

The New Economics of Cloud Infrastructure Play Episode
Kevin Deierling (@TechSeerKD, SVP Marketing @NVIDIA) talks about the evolution of cloud and datacenter infrastructure, the new economics of computing, and how DPUs are redefining how data gets inspected and offloaded. SHOW: 488SHOW SPONSOR LINKS:Datadog Security Monitoring Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirt.Onix - The Leading Cloud Solutions ProviderOnix - Cloud data strategy workshop offer (FREE, $2000 value)CloudZero - Cloud Cost Intelligence for Engineering TeamsCLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW NOTES:NVIDIA Homepage...

The Disciplined Investor

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TDI Podcast: Bearish Revelations (#948) Play Episode
We got numbers! NVIDIA EARNINGS now we know remarkable turnaround on the news. Yen at critical levels global markets should be on alert. This week’s guest – Tim Knight a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 the day of the crash which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about...

The Fox News Rundown

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Business Rundown: Are We Witnessing an AI Boom or ... Bubble? Play Episode
$57 billion. That's the amount of revenue tech giant NVIDIA reported in the third quarter. At first, the news was welcomed by investors who had been leery about the evaluation of artificial intelligence and whether the AI boom was actually a bubble. However, the gains from the chip maker's record-breaking revenue were soon lost, as they proved insufficient to ease worried minds. Also this week, the delayed September jobs report surprised with better-than-expected job growth. But what will that mean for the Federal Reserve when they meet next month as they weigh the decision to cut interest rates for a...

Evening Edition: U.S. And Britain Announce Tech Partnership, Intel Stocks Soar Play Episode
President Donald Trump and British Prime Minister Keir Starmer announced a $350 billion tech investment plan dubbed the "Tech Prosperity Deal." President Trump says the tech partnership could generate $50-billion in 'economic value' and create 2,500 jobs in the U.S., and Prime Minister Starmer added it will create 15k jobs in Britain. This, a day after the Feds announced interest rate decrease, and on the same day Intel was up 25% ahead of the opening bell after Nvidia announced it will invest $5 billion in Intel. FOX's John Saucier speaks with Chris Markowski, financial expert and host of the 'Watchdog...

Business Rundown: Trump Dials Up Tough Trade Talk With Canada Play Episode
A fresh tariff deadline has been set by President Trump, who announced on social media that the U.S. will impose 35 percent tariffs on a large swath of Canadian imports if a deal is not reached by August 1st. FOX Business co-anchor of The Big Money Show Jackie DeAngelis speaks with CIO of Siebert Financial Mark Malek about how the market has already priced in trade tensions, NVIDIA reaching a $4 trillion cap, and why he thinks this market has more runway to grow. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Business Rundown: NVIDIA Soars & China Trade Tensions Flare Play Episode
Back-to-back court decisions resulted in uncertainty ahead of the Trump tariffs. As trade negotiations reportedly stall, the President, on social media Friday morning, called out China for "totally violating" our trade agreement. A bright spot this week in the market has been NVIDIA, whose stock soared off reports its earnings beat expectations, showing immense growth potential. FOX Business anchor Taylor Riggs is joined by Slatestone Wealth chief market strategist Kenny Polcari to break it all down. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Evening Edition: Markets Down Over Tech And Trade Concerns Play Episode
Markets are down in recent days with technology stocks dragging and new concerns over trade. Investors are eagerly awaiting an earnings report by A-I chip maker Nvidia in the wake China's DeepSeek A-I launch claiming it was developed for the fraction of the cost of U.S. developed A-I. Meanwhile, consumers are preparing themselves for increased inflation because of President Trump's planned tariff increases on imports. FOXs John Saucier speaks with Gary Kaltbaum, President of Kaltbaum Capital Management, a financial investment advisory firm & a FOX News Channel business contributor, who says technology stocks will have a major influence on the...

Extra: A "Sputnik Moment" That Hastened The AI Arms Race Play Episode
This past week began with a tech selloff as Chinese AI startup DeepSeek spooked investors worldwide. Chipmakers Nvidia and Broadcom were the stocks most impacted, as DeepSeek's AI virtual assistant "R1" was reportedly made much cheaper and faster than its American competitors. Entrepreneurs and policymakers worry DeepSeek could be a modern-day Sputnik moment and a sign that America is falling behind in the AI race. Adam Thierer, a senior fellow for the Technology & Innovation team at the R Street Institute, joined host Jessica Rosenthal to discuss the importance of America remaining a global leader in artificial intelligence. On the...

The Joe Rogan Experience

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#2422 - Jensen Huang Play Episode
Jensen Huang is the founder, president, and CEO of NVIDIA, the company whose 1999 invention of the GPU helped transform gaming, computer graphics, and accelerated computing. Under his leadership, NVIDIA has grown into a full-stack computing infrastructure company reshaping AI and data-center technology across industries.www.nvidia.com www.youtube.com/nvidia Perplexity: Download the app or ask Perplexity anything at https://pplx.ai/rogan. Visible. Live in the know. Join today at https://www.visible.com Dont miss out on all the action - Download the DraftKings app today! Sign-up at https://dkng.co/rogan or with my promo code ROGAN GAMBLING PROBLEM? CALL 1-800-GAMBLER, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY...

The Joseph Carlson Show

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I Bought $40,000 Of A New Stock Play Episode
00:00 Overview02:00 Meta Analysis12:50 Meta Capex Spend Explained22:00 Tom Lee Bitcoin Prediction23:15 Waymo Accident27:47 Nvidia Walks Back OpenAI Deal

I Ran Valuation Analysis On The Most Popular Stocks Play Episode
00:00 Overview03:00 Mastercard08:00 Meta10:24 Adobe14:20 Amazon15:02 Duolingo17:03 Nvidia18:25 Salesforce19:25 Google21:05 Microsoft21:25 Uber22:50 Netflix26:00 Tesla28:10 Palantir29:50 ASML31:30 Paramount Hostile Bid40:50 Fail Of The Week: Waymo vs Kitkat

I Just Bought $77,000 Of This Stock Play Episode
00:00 Introduction03:16 My Biggest Buy (Mastercard)15:30 Google VS Nvidia25:00 Stranger Things Premiere26:52 Fail Of The Week: Gene Munster Google Take

Im Buying $10,000 to $20,000 Of This Stock Play Episode
00:00 Introduction02:50 Google Hits $30008:00 Why Mastercard Is Misunderstood22:23 Nvidia Earnings26:50 Win Of The Week

5 Stocks That Will Lead The AI Revolution Play Episode
00:00 Introduction02:00 Top 5 AI Winners21:30 Broadcom OpenAI Deal24:30 Tom Lee Remains Nvidia vs Costco23:30 Fail Of The Week

ASML Stock Jumps +30% In One Month, Heres Why Play Episode
00:00 Overview02:00 Why ASML Stock Is Surging13:40 Nvidia $100b Investment16:50 H1-B Visa Changes21:40 Meta Live Demo Fail24:02 Fail Of The Week

This Stock Has More Upside Than Nvidia (Tom Lee's Top Pick) Play Episode
00:00 Intro02:00 Nvidia Earnings 11:42 ChatGPT Legal Dispute 24:15 Google Case May Hurt Apple More26:15 Cracker Barrel Rebrand Reversal28:10 American Eagle Marketing

I Just Bought $5,000 More Of This Compounding Machine Play Episode
00:00 Overview01:00 Buying More Google Stock13:34 Nvidia Hits 4 Trillion14:22 Fundsmith Performance Review18:50 FICO and VantageScore20:40 Waymo TAM Expands25:10 Sam Altman Interview

The Most Undervalued Stocks In The Market Play Episode
00:00 Google06:08 Meta07:37 Nvidia09:40 Spotify12:00 Apple15:10 Mastercard / Visa18:00 Amazon19:25 MSCI21:14 Uber24:00 ASML26:20 Adobe29:00 Intuit31:00 Equifax32:45 Netflix34:14 Tesla36:10 Palantir38:08 Lululemon40:10 AMD41:20 Costco42:17 Booking Holdings

Ten AI Stocks To Buy Now Play Episode
00:00 Introduction02:50 Focusing On AI05:00 ASML08:20 Meta09:26 Amazon12:28 Intuit14:40 Nvidia15:50 Salesforce19:10 Microsoft19:50 Google22:00 Oracle23:03 Palantir24:40 Brad Gerstner AI Thoughts33:36 Meta Buys AI Company34:30 Disney Sues AI Company

Nvidia Reports Earnings This Week Play Episode
00:00 Introduction03:37 Booking Holdings Results06:10 Texas Roadhouse Results08:16 Dominos Results08:49 Hims Earnings15:06 Home Depot & Lowes Earnings16:40 Intuit Earnings21:01 Salesforce Earnings27:00 Nvidia Earnings31:53 Apple $500b investment36:53 Microsoft Cancels Data Leases38:34 Streaming Is Taking Over Cable

The Biggest Earnings Predictions This Week Play Episode
00:00 Intro 01:55 Nvidia Earnings Predictions 15:10 Crowdstrike Earnings Predictions 18:15 Salesforce Earnings Predictions 23:04 Lululemon Earnings Predictions 27:41 Ulta Beauty Earnings Predictions 32:50 Costco in Japan

The NVIDIA Bubble Is About To Pop Play Episode
00:00 Intro 01:44 The Potential Glut In Demand 13:37 The Current Set Up For NVIDIA 19:42 Insiders Selling, Not Buying 20:38 The Market Melt Up 23:00 Boeing Pleads Guilty 26:20 Paramount Merger

Nvidias Plan To Dominate Amazon Play Episode
Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes with Disneyland. Apple has a problem in China.

Nvidia Stock Analysis | Should I Buy Now? Play Episode
2300 Member Patreon: https://www.patreon.com/josephcarlson Growth Portfolio: https://m1finance.8bxp97.net/9Wdnv4 Dividend Portfolio: https://m1finance.8bxp97.net/zakZzO

The Kim Komando Show

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June 22nd, 2024 Play Episode
Temus parent company is linked to the Chinese government. Is your data safe? Nvidia passes Microsoft as the worlds most valuable company. Plus, Ozempic scams surge, and AI-powered sex dolls. That and much more, plus all your calls and questions! Learn more about your ad choices. Visit megaphone.fm/adchoices

We Study Billionaires - The Investor's Podcast Network

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TIP800: Navigating an AI-Driven Market w/ Franois Rochon Play Episode
On today's episode, Clay is joined by Franois Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:02:18 - Franois's key takeaways and lessons from 2025 00:03:58- Why Franois views AI as a revolution on par with the early internet 00:07:04 - The circular investment dynamic in AI infrastructure and what it means for companies like Nvidia 00:11:46 - How Alphabet and Meta are using massive capex spending to both defend and grow...

TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt Play Episode
Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIAs transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of their next review, Empire of AI. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 05:29 How NVIDIA transitioned from gaming GPUs to leading AI infrastructure 09:26 Why CUDA was a turning point in GPU development for AI research 15:37 The role of...

TIP746: ASML: Europe's Tech Monopoly Play Episode
In this episode, Clay unpacks the extraordinary rise of ASML a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compounded at 20% annually. ASML holds one of the most powerful monopolies on earth as its the sole manufacturer of EUV lithography machines, which make the worlds most advanced semiconductor chips. Without ASML, companies like Apple, NVIDIA, and TSMC couldnt power iPhones, AI data centers, or the modern digital economy. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 04:56 - How ASML grew from a Philips spinoff into Europes...

TIP704: The Nvidia Way w/ Tae Kim Play Episode
On todays episode, Clay is joined by Tae Kim to discuss his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world. Nvidia is the darling of the age of artificial intelligence as its chips are powering the generative-AI revolution, and demand is insatiable. Since the IPO in 1999, shares of Nvidia are up by 285,000%, which is a compounded return of 37% per year. Tae Kim is a senior technology writer at Barrons. To uncover Nvidias brilliant story, Tae interviewed more than one hundred people who were involved in their...

RWH032: The Vigilant Investor w/ Chris Bloomstran Play Episode
In this episode, William Green chats with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation is so rich that its been divided into two episodes. Here, in Part 1, Chris explains how to achieve long-term success by seeking a dual margin of safety that comes from owning high-quality businesses at attractive prices. He also warns about the perennial dangers of irrational exuberance, which he now sees in hot stocks like Tesla & Nvidia. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 04:45 - What Chris Bloomstran learned from his brilliant mentor, Robert Smith. 08:17 - How...

TIP357: The New Era of Investing w/ Ross Gerber Play Episode
In todays episode, Trey Lockerbie sits down with Ross Gerber, the CEO of Gerber Kawasaki -a financial advisory firm which currently manages over $1.9 billion. Ross helped pioneer the popularity of what we now know as Fintwit - essentially using Twitter and other social media platforms for financial content and discussion. Hes a regular on Bloomberg and CNBC as well as a contributor to Forbes. IN THIS EPISODE, YOU'LL LEARN: (01:37) The recent statements from FED chairman, Jerome Powell and what to expect in the markets (17:17) His massively successful trade on Tesla (34:00) How Nvidia sits in the middle...

Windows Weekly

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WW 969: The Hidden Sweatshop - Windows 11 Reaches 1 Billion Users! Play Episode
Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11...

WSJ Tech News Briefing

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TNB Tech Minute: Jury Finds Meta and YouTube Negligent in Landmark Social-Media Trial Play Episode
Plus: The Supreme Court rules that internet service providers are not liable for customers' copyright infringement. And SLB and Nvidia expand their collaboration on AI use in the energy industry. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

TNB Tech Minute: Former Meta Executive Will Join OpenAI to Lead Ad Sales Play Episode
Plus: Nvidia and Emerald AI plan to work with power companies on AI factories. And a pair of senators plan to introduce bipartisan legislation to ban sports betting on prediction markets. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

TNB Tech Minute: OpenAI Plans Desktop Superapp to Simplify User Experience Play Episode
Plus: A U.S. indictment alleges Super Micro Computer employees smuggled high-end Nvidia chips to China. And Jeff Bezos in talks to raise $100 billion for AI manufacturing fund. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

TNB Tech Minute: Australian GPS-Alternative Reaches Unicorn Status Play Episode
Plus: Canadas defense and space-technology companies get pulled into global military spending surge. Nvidia launches the Nemotron Coalition to develop open AI models. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

TNB Tech Minute: Nvidia Is Restarting AI Chip Production for China Play Episode
Plus: Tencent beats earnings expectations as it ramps up AI efforts. And Amazon is planning to sharply cut the number of packages it ships through the U.S. Postal Service. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

TNB Tech Minute: IBM Finalizes $11 Billion Deal for Data-Streaming Company Confluent Play Episode
Plus: Microsoft reorganizes its Copilot teams. And Nvidia and Uber will expand their partnership to launch a global fleet of robotaxis. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Inside Nvidias Age of Inference Play Episode
Nvidia made its name making chips for training AI models, but a new kind of computing is the talk of the town at the tech powerhouses annual conference. WSJs Robbie Whelan explains how the worlds biggest company is trying to pivot in the face of inference-mania. Plus, WSJ reporter Kate Clark on how software engineers are faring as (occasionally bossy) bot managers. Katie Deighton hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

TNB Tech Minute: Nvidia-Backed AI Startup to Build a Data Center in South Korea Play Episode
Plus: Intuit halts management stock sales and accelerates buybacks. And Micron will build a second manufacturing site in Taiwan for AI memory products. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices