Episode 1: Nvidia Analysis And the Future Of ...

The arrival of AI agents like Meta Muse is poised to reshape e-commerce platforms and trigger a ripple effect upstream across data center silicon. In this episode, Nick breaks down how agentic workloads change the margin equation for software and hardware companies alike.First, w ...  Show more

Onsemi shifted its acquisition of Synaptics to a $5.7B all-cash transaction following competing bid pressure. While markets initially cheered the move, the added balance sheet debt and pushed-out financial targets complicate the near-term recovery path for ON Semiconductor stock. ...  Show more

Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05) Show Notes Super Micro Computer to file plan on Monday to remain listed on Nasdaq Dividend Roundup Earnings Calendar Episode tran ...  Show more

Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonom ...  Show more

Shares of Nvidia surging after earnings and its 10-for-1 stock split announcement, but after another big jump, is the stock still a buy? If the chip giant’s rally can keep running. Plus More headwinds for Boeing. The company announcing it expects to burn cash this year, and th ...

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers. Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - ...  Show more