We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket.
Emily Flippen, Jason Hall, and Keith Speights:
- Break down CoreWeave’s late ... Show More
Yesterday
1 Earnings Report That Could Move the Market
On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical ... Show More
26m 19s
Aug 2023
A Quantum Leap Into the Next Generation of Computing
Rajeeb Hazra, President & Chief Executive Officer at Quantinuum, discusses commercializing quantum technology. Frank Holmes, Executive Chairman at Hive Digital Technologies, talks macro issues facing the crypto industry. Managing Director of China Beige Book International Shehzad ... Show More
36m 34s
Jul 2021
TIP361: The Race for Space w/ Ben Claremon & Eugene Robin
In today’s episode, Trey Lockerbie welcomes back Ben Claremon and Eugene Robin from Cove Street Capital. They quickly touch on the performance of Lumen Technologies, a stock they pitched on our show back in December 2020, whose price subsequently has risen 50% in Q1. But for this ... Show More
1h 9m
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
Aug 2024
#221: Are We in An AI Bubble?
<p>Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.</p><br><p>We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ... Show More
52m 7s
Jul 2025
Space: the next investment frontier?
Billionaires, scientists and start-ups are all trying to get in on the action. And it's not all about sending rockets and satellites into space. Space-enabled technologies are informing climate forecasting and disaster planning, as well as playing a role in logistics, defence and ... Show More
17m 29s
Oct 2019
The Race for Space, and the Invasion of the Electric Scooters
Does Space represent a real economic opportunity or are expensive endeavors like SpaceX a form of billionaire hubris? Youngme Moon , Felix Oberholzer-Gee , and Mihir Desai discuss the Race for Space, before debating the viability of the electric scooter market in cities around th ... Show More
33m 33s
Jun 2021
Financials: A Fintech IPO to Watch and a Very Complex SPAC Deal
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at recent fintech IPO Flywire (NASDAQ:FLYW) and why it could be a smart stock for investors to keep on their radar. Plus, we recently received ... Show More
30m 38s