Podcast Episodes
Back to SearchBig Tech’s $300B Spending Spree
DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.
(00:43) Ron Gross and Jason Moser discuss:
- What the Jobs report and the tariff headfak…
11 months ago
Americans Take Weight-Loss Drugs, Eat Salty Snacks
Two things can be true.
(00:14) Bill Barker and Ricky Mulvey discuss:
- Legislation to ban DeepSeek on US government devices.
- Hershey’s quarter, and w…
11 months ago
How Do You Value Alphabet?
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quit…
11 months, 1 week ago
Your Political Brain vs. Your Investing Decisions
Think you know how the trade wars will shake out? Don’t bet on it.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- The reaction to potential tariffs in…
11 months, 1 week ago
Global Trade, Tariffs, AI Efforts
The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.
(00:14) Asit Sharma an…
11 months, 1 week ago
What Does Masayoshi Son Want?
The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi …
11 months, 1 week ago
DeepSeek Disrupts, Big Tech Responds
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
(00:4…
11 months, 1 week ago
The Hyperscalers Are Hyper-Spending
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investmen…
11 months, 1 week ago
Starbucks' Slow Drip Recovery
New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.
(00:14) Anthony Schiavone and Dylan Lewis discuss:
- The market’s…
11 months, 2 weeks ago
JetBlue Has Jet Lag
The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?
(00:14) Jason Moser and Mary Long discuss:
- Wh…
11 months, 2 weeks ago