Podcast Episodes
Back to SearchNvidia shares slide report of new Huawei chip, Plus hints of data center pullback 4/21/25
Tech stocks continuing their steep decline amid Monday’s selloff, with Nvidia down after reports that Huawei is planning mass shipments of its own AI…
1 year, 1 month ago
Why Trump’s chip ban could help Chinese Nvidia rival 4/16/25
Nvidia shares falling and dragging down the rest of semis after a surprise reveal of a $5.5 billion hit tied to China chip export controls. We look a…
1 year, 1 month ago
Why Trump is backing Nvidia, Plus the tech earnings mirage 04/15/25
President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We loo…
1 year, 1 month ago
AI startups set funding records 4/14/25
As big tech continues to feel the whiplash from Trump’s tariff policy, one pocket of tech has remained insulted. We look at the AI startups that are …
1 year, 1 month ago
Tech CEOs still waiting for return on Trump bet 04/11/25
Tech COEs flipped the script for Trump 2.0 and played nice with millions in donations to Trump’s inauguration and visits to Mar-a-Lago. We look at wh…
1 year, 1 month ago
Big Tech digs in on AI Capex amid tariff whiplash 4/10/25
Amazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in C…
1 year, 1 month ago
TechCheck+ How Google can leverage AI amid tariff turmoil: Google Cloud CEO Thomas Kurian explains 4/9/25
Deirdre Bosa sits down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next and how the tech giant could lev…
1 year, 1 month ago
Google's cloud strategy amid tariff turmoil 04/09/25
Deirdre Bosa sat down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next, and how the tech giant could lev…
1 year, 1 month ago
Tariffs threaten AI data center build 4/8/25
Tech stocks tried to make a comeback Tuesday led by AI names. We look at how Trump’s tariffs could put a dent in plans for AI data center buildout. …
1 year, 1 month ago
How Tariffs could threaten the AI Boom 4/4/25
Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers w…
1 year, 1 month ago