Podcast Episodes

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…

1 year, 1 month 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 …

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month ago

DeepSeek and AI’s Efficiency Era

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.

(00:14) Tim Be…

1 year, 1 month ago

How Nvidia Changed the World

There’s more to the legendary chipmaker than its tech stack.

Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia…

1 year, 1 month ago

S&P 500: New Highs, Same Valuation Questions

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to…

1 year, 1 month ago

AI Gets Star Power

...as if it didn’t have enough already!

(00:14) Asit Sharma and Mary Long discuss:

- The new venture to build out American AI infrastructure.

- How 20 d…

1 year, 1 month ago