Podcast Episodes
Back to SearchDeepSeek 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 6 months ago
Party On Netflix!
Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the…
1 year, 6 months ago
Focus on (Tangible) Value
Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so m…
1 year, 6 months ago