A.I. Power Shortage. Plus, Oil & Gas Sto...

Listener questions on stock market valuations, using borrowed money to boost returns, and dividends' contribution to long-term gains. Also, Jack grades three ETFs. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices 

RBC’s Lori Calvasina joins to talk about what’s in store for US stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices 

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companie ... Show More

Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre and Celsius. - The difficult market for energy drink makers. - Schwab opening up 24 hour trading for stocks. Compa ... Show More

How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ... Show More

As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ... Show More

Palantir and Tesla stock up; Fed-Ex and Campbell's down Learn more about your ad choices. Visit podcastchoices.com/adchoices 

Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics. Algebra of Happiness: good friends, hard truths. Help us plan for ... Show More

Meet Storio, a French startup that’s focused on providing smart energy storage for commercial and industrial customers. Founded in 2023, the startup raised a €5 million seed round earlier this year (around $5.5 million at current exchange rates) and has signed its first client. S ... Show More

This week Mark and Paige cover …   BMI Analysts Examine the Good, the Bad, and the Ugly of OPEC+ Policy https://www.rigzone.com/news/bmi_analysts_examine_the_good_the_bad_and_the_ugly_of_opec_policy-07-jun-2024-177013-article Congressman Issues Act ... Show More