$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.
(00:21) Tim Beyers and Mary Long discuss:
- Market relief about the latest in Trump’s trade saga.
- A rose and a thorn from Nvidia’s latest report.
- Another trade-related announcement that affects the semi ... Show More
Today
SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?
Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast bre ... Show More
23m 6s
Yesterday
GE & GM Earnings and Deals, Deals, Deals
Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and Tradeweb Market’s Trumid acquisition. Plus, a mailbag about b ... Show More
23m 56s
Oct 19
Investors Shoot for the Moon
Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding substantial progress in this area. Jon, Matt, and Tyler break down this ne ... Show More
24m 24s
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More
50m 12s