Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:
- The coming generation of chips.
- Increased competition from hyperscalers.
- Partnerships in fast food, autonomous driving, and robotics.
Then, (19:44), a number of Fool analysts answer ques ... Show More
Aug 26
Meta Platforms Settles Major Lawsuit, Pays $18 Billion
Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion and for several changes to it ... Show More
20m 18s
Aug 25
Dick’s Sporting Goods has a Foot Locker Problem
When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick ... Show More
23m 51s
May 2023
Nvidia Soars to Record as AI Boom Fuels Chips Demand
Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ... Show More
33m 2s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
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 imp ... Show More
40m 29s
May 2023
Episode 1: Nvidia Analysis And the Future Of AI -- Is the Stock A Buy Now?
<p>Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI.
In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be ca ... Show More
48m 14s
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
Don’t miss our episodes with:
Mis ... Show More
42m 14s