Episode 24:What Is A Superconductor? And Can Investors Bet On Superconductor Developments?

Episode 24:What Is A Superconductor? And Can ...

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$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure

Amazon, Microsoft, Alphabet, and Meta just collectively committed to over $750 billion in capital expenditure for 2026. They spent $130 billion in a single quarter. That is a 70% increase from what these companies spent in 2025 — and the spending is still accelerating into the se ...  Afficher plus

Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up

In 2000, venture capitalists funded 200 semiconductor companies. By 2015, that number had fallen to single digits. The cost of designing a chip went from $33 million in the late 1990s to over $200 million today, and it takes four or more years to complete. There are not enough en ...  Afficher plus

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Looking for Growth? This Tiny AI Stock Has MAJOR Potential
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Investors are always looking for the next stock before the big runup — and this tiny AI company might fit the bill. With analysts projecting up to 300% upside, the company's pivot from data storage to AI innovation could mark a major turning point. MarketBeat's Thomas Hughes brea ...  Afficher plus

The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
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Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. 

A highly concentrated market can—a ...

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How Investing Has Changed In the Last 5 Years
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Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the “cockroaches” that could be hiding in ...  Afficher plus