Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of weakness in the American consumer. The team also makes bold predictions about the future of AI, Apple, Rocket Lab, and Netflix before highlightin ... Show More
Oct 22
Did IBM Just Tell the Truth About AI?
Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stoc ... Show More
25m 36s
Oct 21
SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?
Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast bre ... Show More
23m 6s
Oct 20
GE & GM Earnings and Deals, Deals, Deals
Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and Tradeweb Market’s Trumid acquisition. Plus, a mailbag about b ... Show More
23m 56s
Jun 2023
Apple’s $3,500 goggles
Apple’s launch of a new mixed reality headset shows that, for Apple, the metaverse isn’t dead. The Verge’s David Pierce explains.
This episode was produced by Amanda Lewellyn and Hady Mawajdeh, edited by Amina Al-Sadi, fact-checked by Laura Bullard, engineered by Patrick Boyd, an ... Show More
26m 6s