Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial ... Show More
Yesterday
Tesla’s Robotaxi Non-Event & GPT-6 Is Here!
Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending. Travis Hoium, Lou Whiteman, and ... Show More
40m 58s
Sep 3
Is the Data Center Investing Trend in Trouble?
Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflak ... Show More
25 m
Sep 2025
Weekly Roundup: Intel Rallies, Oracle Rises, Darden Restaurants Falls
On this episode of Stock Movers, we look at some of the biggest gainers and decliners of the week, including: - Intel (INTC) shares rallied this week on news Nvidia agreed to invest $5 billion in the chipmaker and said the the two will co-develop chips for PCs and data centers, a ... Show More
6m 40s
Sep 2025
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
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
Oct 2025
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. ... Show More
28m 52s
Sep 2025
The U.S. now owns a big chunk of Intel. That’s a huge deal.
Last month, President Donald Trump announced an unusual deal. Intel, the biggest microchip maker in America, had agreed to give the United States a 10 percent stake in its business. That means the U.S. government is now Intel's largest shareholder — and a major American company i ... Show More
25m 26s
Sep 2025
Nvidia’s $100bn AI Bet, Trump’s U-Turn, and HSBC’s Quantum Leap
In this week’s Market Maker Podcast, Anthony and Piers dive into three huge stories shaping markets, technology, and careers in finance:Trump’s U-turn on Ukraine & the defense stock boom – What does his latest stance mean for NATO, Europe’s defense spending, and why has one Germa ... Show More
38m 14s