Podcast Episodes
Back to SearchNvidia’s High-Stakes Earnings 8/23/23
Can Nvidia do it again? Its blowout last quarter fueled a 220% rally this year and sent the market into an AI craze. Amid sky-high expectations, it m…
2 years, 7 months ago
Softbank’s Arm Reports Declining Revenue, Narrowing Profits 8/22/23
Softbank-owned Arm reported declining revenues and narrowing profits in its IPO filing last night, bringing into question whether Softbank founder an…
2 years, 7 months ago
Previewing Arm’s F-1 8/21/23
Softbank’s chip designer Arm is expected to file its F-1 for IPO today, revealing key finances and operations. But whether investors will buy its $64…
2 years, 7 months ago
Instacart and Arm Reportedly Planning September IPOs 8/18/23
Instacart is reportedly planning to go public in September, and though public markets haven't been kind to gig economy companies, Instacart may be di…
2 years, 7 months ago
The Musk Distraction Machine, Plus Microsoft’s Bing Struggles in AI Search Race 8/17/23
The Information's Jessica Lessin calls it the Musk Distraction Machine - cage matches and incessant memes that are designed to distract us from focus…
2 years, 7 months ago
Intel Hits Snag in Plans to Enter Faster-growing Foundry Business 8/16/23
Intel is scrapping a $5.4 billion deal for the Israeli chipmaker Tower Semiconductor after failing to get regulatory approval from China, where it de…
2 years, 7 months ago
Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23
Fund managers who leaned into the tech rally and AI hype cycle saw big payoffs, according to this quarter's 13-Fs. Tech-focused funds saw 15% gains y…
2 years, 7 months ago
TechCheck+ Opendoor CEO 8/11/23
Shares of Opendoor plunging 30% since the company reported a steep revenue decline despite managing to turn a profit. Deirdre Bosa speaks with CEO Ca…
2 years, 7 months ago
Disney’s Streaming Price Hikes, Plus X CEO Says Platform is Close To Breaking Even 8/10/23
Disney posting mixed Q3 results, as CEO Bob Iger laid out a plan to make streaming a key growth driver, including a new focus on its ad-supported tie…
2 years, 7 months ago
Duolingo CEO on Earnings, Plus ESPN’s Bombshell Deal 8/9/23
Duolingo is one of the biggest earnings movers of the day after reporting a 62% year-over-year growth in daily active users. Its CEO Luis von Ahn joi…
2 years, 7 months ago