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25 m

Is the Data Center Investing Trend in Tr...

The Motley Fool
About this episode
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 Snowflake. The crew then turns the conversation on the data center slowdown before endin ... Show More
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Yesterday
Tesla Robotaxi Day & the Competition’s Response
Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worrie ... Show More
18m 17s
Sep 1
Big Tech Gets the Regulatory Shakedown
Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ter ... Show More
19m 41s
Aug 31
A $13 Billion Bet on Robots?
Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Fac ... Show More
28m 16s
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