Bye to Seven and I

0:00 – Introduction5:06 – Tariffs removing regulatory scrutiny on Americantech9:03 – Importance of culture for long-term performance15:28 – Update on Adobe27:58 – Netflix’s earnings34:26 – Domino’s earnings39:06 – MSCI’s earnings 

In this week's episode, Barry and Ernest review the first six months of 2025 deep dive into National Bank.0:00 – Introduction2:10 – A review of the first six months of 20258:22 – Good businesses outperform in volatility13:00 – Notable performers in the first half27:50 – Breaking ... Show More

Barry and Ernest break down their views on investing in gold and “alternatives” and then discuss Alimentation Couche-Tard’s earnings.0:00 – Introduction1:40 – The Outsiders + capital allocation5:33 – Why we don’t own gold15:47 – The issue with “alternatives”23:49 – Evaluating AI ... Show More

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.  (00:42) Bill Mann and Matt Argersinger discuss:- How AI demand is refuel ... Show More

The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 20 ... Show More

Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ... Show More

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss:- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders ... Show More

Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising come ... Show More

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss:- Apple's and Meta’s robotics ambitions.- Earnings from payments company Adyen.- What B ... Show More

170 million TikTok users in the U.S. might be up for sale. What are they worth? (00:42) Matt Argersinger and Bill Mann discuss:- The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like.- Apple’s other problem in Chi ... Show More

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?   (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, and the industries it could impact most. Upcoming AI chip IPO Cerebras, and how th ... Show More

Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the T ... Show More

Alex filled in for Natasha as host this week, and to celebrate the end of Q1 2023 and the start of another earnings cycle, we invited PitchBook Senior Analyst Kyle Stanford onto the show. Stanford and his company are key providers of data concerning the domestic and global ventur ... Show More