Amazon & Facebook Earnings, Plus Intel, AMD a...

What a month it has been for our 7investing show!Throughout all of February, we focused on the semiconductor industry - looking for the investment opportunities who were best-poised to benefit from AI's endless demand for computing. We searched far and wide for those top stock id ...  Show more

February 27, 2026: Co-Packaged OpticsGenerative AI is getting very demanding.It's become extremely power-hungry, and that's pushing the physical limits of what today's highest-performing chips are even capable of.One potential solution is co-packaged optics, which involves integr ...  Show more

This week, Sim and Maia discuss two companies that are predicted to outpace Apple in the next 10 years: Google (Alphabet) and Amazon. They explore the reasons behind these predictions, including market trends, risk and rewards, and personal preferences. Google's foc ...

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.  (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refu ...  Show more

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about? RIcky Mulvey talks with Fool analyst Asi ...  Show more

Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI. In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be ca ...