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 Silicon developments with Broadcom and Marvell. The conversation also touches on po ... Show More
Nov 24
Cautionary Tales: Oracle, Meta & the Unseen Risks of AI Mania
On this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss recent market trends and significant movements, focusing on AI stocks like Nvidia and their earnings impacts. They delve into the consumer landscape through the lens of major retailers like Walmar ... Show More
28m 5s
May 2025
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertain ... Show More
52m 3s
Aug 2024
Instant Reaction: Nvidia Sales Forecast Falls Short
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Blo ... Show More
21m 47s
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
Aug 27
Nvidia earnings preview and the Trump chip tariff twist
Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ... Show More
23m 28s
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
Sep 2
MidJourney's Strategic Revival with Meta
<p>In this episode, Jaeden and Jamie discuss the recent partnership between MidJourney and Meta, exploring the implications for AI image generation and the future of both companies. They delve into the challenges MidJourney has faced, the strategic moves Meta is making in the AI ... Show More
11m 8s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
<p>Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.</p><p><br></p><p>In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered ... Show More
50m 3s
Sep 8
Nvidia's Mysterious Revenue...
<p>In this episode, Jamie and Jaeden discuss Nvidia's remarkable revenue growth, driven by two mystery customers that account for a significant portion of its earnings. They speculate on who these customers might be, considering the implications for Nvidia's future in the AI and ... Show More
10m 36s