Podcast Episodes
Back to SearchOpenAI eyes $500B valuation deal 8/6/25
OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal.
Published on 1 month ago
OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25
OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report, we look at the defense-tech’s efficiency …
Published on 1 month ago
Tim Cook hints at AI acquisitions 8/4/25
Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look like, and how acquisitions could be key…
Published on 1 month, 1 week ago
CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25
Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending as it looks for an AI turnaround.
Published on 1 month, 1 week ago
Meta eyes AI-powered ad growth 7/29/25
Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta reports earnings after the bell.
Published on 1 month, 1 week ago
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.
Published on 1 month, 1 week 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 the new $16.5B chip deal between Tesla and Samsung.…
Published on 1 month, 2 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 for in the iPhone maker’s Q3 earnings, and whethe…
Published on 1 month, 2 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 positions Oracle as the reliable data center fallback a…
Published on 1 month, 2 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 positions Oracle as the reliable data center fallback a…
Published on 1 month, 2 weeks ago