MM124: Is Nvidia overvalued and why the expan...

Application season is underway, and if you’re targeting investment banking, understanding what’s actually happening in M&A can give you a real advantage in interviews.In this episode, Anthony Cheung and Stephen Barnett break down the huge resurgence in global dealmaking in 2026, ...  Show more

Oil is back above $100 a barrel, food prices are climbing and central banks are once again facing pressure to raise interest rates. Is the world heading towards a second wave of inflation?In this episode, Anthony Cheung and Piers Curran explain why the latest inflation threat goe ...  Show more

What does Nvidia’s blockbuster quarter signify for the future? (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia’s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia’s capital allocation. Companies discussed: NVDA Host: De ...  Show more

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companie ...  Show more

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ...  Show more

Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. ...  Show more