Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among tech giants ... Show More
Nov 20
The Most Exciting Time In History with CME Group CEO Terry Duffy
Help Support CME Group's Charitable Efforts By Donating To St. Jude Children's Research Hospital
Guy Adami and Dan Nathan are joined by Terry Duffy, CEO and Chairman of CME Group, at the CME Group Tour Championship in Naples, Florida. They discuss a range of topics including B ... Show More
52m 11s
Nov 18
Unless You're Winning, You're Losing with SoFi's Liz Thomas
Guy Adami and Liz Thomas of SoFi discuss a range of topics including recent Japanese economic trends, the impact of a potential Japanese stimulus on global equities, and the weakening yen. They examine the relationships between various market indicators and their departures from ... Show More
22m 41s
Jul 2024
Talking Heads – AI investment: the mega-caps ‘arms race’ is on
On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services. Derek Glynn, Associate Portfolio Manager for o ... Show More
12m 40s
Dec 2024
Top tech predictions for 2025
In the final episode of 2024, CNBC's Tom Chitty and Arjun Kharpal are joined by a whole host of special guests to reflect back on the year, and to look ahead to an exciting 2025 for technology.First off, AI expert and partner at VC firm IVP Eric Liaw joins to discuss whether the ... Show More
1h 2m
Aug 2024
Taking on Nvidia and betting on transformers with Gavin Uberti from Etched
In this episode of Found, Becca and Dom sit down with Gavin Uberti, co-founder and CEO of Etched, an AI chip startup focusing on developing specialized chips. Gavin shares the bold bet his startup is making on transformer models for AI chips, aiming to take on industry giant Nvid ... Show More
39m 55s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Sep 22
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
Sep 11
Which tech trends are rising to the top of the business agenda?
Global competition has intensified, and the demand for energy and computing power is growing exponentially as companies embed AI, robotics, and other technologies into their everyday business processes. McKinsey’s annual outlook on technology trends points to 13 “frontier” trends ... Show More
35m 55s