Markets reacted as one would expect in the wake of the US–China trade agreement: with full-on cheerleading, despite a series of trade policy unknowns remaining. In fact, the S&P 500 (^GSPC) rose 0.7% last Tuesday and has now reversed its losses on the year, showing a slight increase, while the tech-heavy Nasdaq Composite (^IXIC) advanced 1.8% on Tuesday afte ... 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