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May 2024
7m 32s

Nvidia Earnings on Deck, Lululemon Loses...

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Yesterday
The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)
Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing custome ... Show More
26m 31s
Aug 15
Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?
In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amaz ... Show More
14m 3s
Aug 14
OpenAI’s Revenue Hits $40B, Reddit to Join the S&P 500
In today’s episode, Zaid covers:OpenAI's revenue doubles to $40 billion right as top executives head for the exits ahead of a IPONintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four monthsReddit joining the S&P 500, while Applied Materia ... Show More
10m 48s
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