Podcast Episodes

Spotify’s AI advertising potential 7/28/25

Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business.

Hosted by Sim…

9 months, 3 weeks ago

Apple’s China turnaround, and Tesla’s new chips deal 7/28/25

New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of t…

9 months, 3 weeks ago

Apple’s AI strategy in focus 7/25/25

A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking…

9 months, 3 weeks ago

Broadcom Boosted by Google's AI Spend 7/24/25

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It posit…

9 months, 3 weeks ago

How Oracle could benefit from OpenAI's data center ambitions 7/22/25

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It posit…

9 months, 4 weeks ago

Nvidia's H20 China delays, plus the rise of AI companions 7/21/25

Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its rest…

10 months ago

Impact of Nvidia’s return to China 7/18/25

Impact of Nvidia’s return to China 

Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government t…

10 months ago

How European tariffs could backfire on U.S. chipmaking plans 7/16/25

Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepo…

10 months ago

Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25

Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration …

10 months ago

Cracks in the AI productivity bull case 7/11/25

Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the to…

10 months, 1 week ago