he pros say the US–China tariff thaw is not a deal, but rather a thaw in the ordeal triggered by the Trump administration. Whatever it is, the stock market likes the fact that US tariffs on China will be going down to 30% from 145% for the next 90 days as US and China officials negotiate further.The verdict is out on several fronts, however. For one, tariffs ... Show More
Aug 18
Chipotle faces wary diners, tech push, big menu bets
Chipotle (CMG) has only known high growth over the past decade. High growth in terms of new store openings, sales, and earnings. That’s primarily because of the company’s generous portion sizes and messaging of healthier ingredients to increasingly health-conscious consumers. But ... Show More
25m 41s
May 28
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s
Jan 2025
The AI Model That Tanked the Stock Market
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ... Show More
21m 3s
Jun 9
20VC: Fiverr CEO: ‘If You’re Not Adapting to AI, F* You. You’re Done | Why "Time to Copy" is the Most Important Metric in Startups Today | Why 99% of AI Companies Today Will Die | Why Governments Will Take Control of AI with Micha Kauffman
Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance services. Fiverr has had an insane ride in the public markets, in 2019 the company went public with a $650M market cap, at their peak that hit over $8BN. Today, facing a wave of AI, the c ... Show More
1h 6m
Jan 2025
SoftBank wants a piece of the AI pie
Apple revealed quarterly results that slightly exceeded Wall Street expectations, SoftBank is in talks to invest as much as $25bn into OpenAI, and the European Central Bank cut interest rates as it warned about headwinds to the bloc’s economy. Plus, there are concerns that China’ ... Show More
12m 47s