Episode 30: Intel / Tower Semi Deal, Cap...

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets.Analog Devices (ADI) & The Data Center Wave: ADI reports a strong quarter, driv ... Show More

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent earnings from Lumentum and Coherent, point ... Show More

n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest earnings, discussing why the street had a mixed reaction to a quarter that demonstrated solid, reliable exec ... Show More

Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bitcoin. Then Josh unpacks the potential breakup of In ... Show More

Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Sil ... Show More

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More

Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including h ... Show More

This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity. Whether it's the rise of TSMC, the stumbles at Intel, or the inability of car companies to acquire much-needed chips, semiconductors are becoming a major political issue. But how ... Show More

Follow Prof G Markets: Apple Podcasts Spotify  Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bit ... Show More

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of ... Show More

<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&amp;A activity, and the role of activist investors in corporate strategy.&nbsp;</p><br><p>A great conversation connecting corporate finance theo ... Show More

In this episode, Anthony Cheung and Stephen Barnett discuss the latest news in finance, including Nvidia's cash management and potential M&A strategies, BlackRock's aggressive acquisitions in private markets, ongoing antitrust challenges facing Google, the approval of Vodafone an ... Show More