AWS goes down again. Is it time to re-assess risk in the cloud and AI-era, where so much of the digital assistance we get is housed someplace we can’t see and controlled by someone we don’t know?
David Meier, Tom King, and Tim Beyers:
- Discuss the failures that led to the AWS outage this morning and which companies are services were impacted as a result ... Show More
Yesterday
Bank Profits Rise Amid Credit Card Uncertainty
Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Earnings from six of the largest U.S. banks - The president's proposed cap on credit card interest rates - Stocks on our radar Companies discussed: JPM, BAC, C, WFC, GS, MS, COF, SOFI, KLAR, FIVE, ASR Host: Matt Frankel Guests: ... Show More
22m 53s
Jan 13
For Data Centers, Power is the New Real Estate (Literally)
Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors can look for exposure without p ... Show More
23m 19s
Oct 20
AWS Outage Recovery Drags On, Apple Hits First Record of 2025
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Amazon Web Services, the world’s largest cloud provider, said issues continued to plague its operations after a widespread outage degraded services for a range of customers including government agencies, AI comp ... Show More
44m 48s
Sep 2024
Even Every Winner Hits A Losing Streak
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of A ... Show More
46m 27s
Mar 2025
Could Value Stocks Make a Comeback?
<p>As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ... Show More
20m 32s
Dec 2024
The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential ... Show More
41m 30s
Oct 24
AWS outage: Are we too dependent on Big Tech?
The Amazon Web Services (AWS) outage may have started at a data center in Virginia, but its effects were felt by millions worldwide. Apps for banking, e-commerce, smart home devices and social media slowed, glitched or completely shut down. With so much of our lives dependent on ... Show More
20m 19s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s
Jul 2023
Lyft (Ticker: LYFT) Not So Deep Dive
<p>Lyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we ... Show More
51m 5s
Sep 2025
How AI startups are fueling Google’s booming cloud business, also, Numeral raises $35M to automate sales tax with AI
On Thursday, Google Cloud announced it added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google’s rising prominence against larger rivals AWS ... Show More
8m 10s