Podcast Episodes
Back to SearchThe Amazon Bull Case Under Trump 11/14/24
Shares of Amazon have seen a boost since Donald Trump was elected, but the e-commerce giant has had a tense relationship with the President-elect. Wi…
1 year, 6 months ago
Softbank To Get First Nvidia Blackwell Chips 11/13/24
Tech giants and AI startups have all been working to get their hands on Nvidia’s upcoming Blackwell chips – but it’s the Japanese tech conglomerate S…
1 year, 6 months ago
TechCheck+ Box CEO Aaron Levie 11/12/24
Box CEO Aaron Levie joins CNBC’s Deirdre Bosa to discuss why software stocks have been performing so well, how a new Trump term will impact tech regu…
1 year, 6 months ago
Approaching a GenAI Plateau? 11/11/24
Traffic to ChatGPT is booming, now ranked the 8th most-visited website worldwide, according to Similarweb. But its incredible rise comes right as con…
1 year, 6 months ago
Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24
The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, …
1 year, 6 months ago
Gig Economy and Ride-sharing Under Trump 11/7/24
The incoming Trump administration and Elon Musk’s role in it could be a new catalyst in the equation of how robotaxis will impact ridesharing. Lyft a…
1 year, 6 months ago
AI Trade Acceleration Under Trump 11/06/24
The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster…
1 year, 6 months ago
Defense Adoption of AI Technology 11/5/24
The focus for big tech this earnings season has been finding ways to monetize AI – and one use that’s emerged is the military. Shares of Palantir sur…
1 year, 6 months ago
AI Search Faces Election Test 11/4/24
As users search for election and voting information in new ways, generative AI startups may have the solution -- proving nimbler with less to lose th…
1 year, 6 months ago
Cloud Strength Justifies AI Spend 11/1/24
AI is the next catalyst for growth for the hyperscalers Amazon, Microsoft and Google – but whether it can offset spending is still unsettled. Alphabe…
1 year, 6 months ago