At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.
(00:44) Jason Moser and Asit Sharma discuss:
- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.
- Sta ... Show More
Jan 26
It's the Big Tech Earnings Game! AAPL, META, MSFT
Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets? Hosts discuss + 3 bullet points of topics: Rick Munarriz and Sanmeet Deo:- Discuss Big Tech spen ... Show More
16m 28s
Jan 25
Interview with Janus Henderson Investors Portfolio Manager Denny Fish
Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with Fish about the investing landscape, AI, CES, and building resilient portfolios. ... Show More
21m 52s
Dec 2024
Looking Ahead: What Are the Top Trends for Fintech in 2025
<p>In this episode of Deciphered, Adam Davis, expert associate partner at Bain & Company and Jeff Tijssen, partner and global head of Fintech, Bain & Company are joined by an all-Bain lineup, Karim Ahmad, expert partner, Mike Smith, expert partner, and Tevia Segovia, partner to d ... Show More
51m 27s
Oct 6
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s
Oct 2
Financial markets shrug off the shutdown and embrace AI
European and US stock markets rallied on Wednesday, seemingly unconcerned by the US government shutdown. The S&P 500 closed above the 6,700 level for the first time ever. Asian stocks, particularly in South Korea, were boosted overnight after OpenAI signed an agreement with Samsu ... Show More
11m 26s
Nov 13
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tu ... Show More
1h 1m