Episode 91: “Exclusive Report” New Nvidia Chi...

AppLovin (APP) stock fell 38% after earnings — but is the digital advertising thesis actually broken, or is this a buying opportunity? Shares dropped roughly 38% after AppLovin's latest report, and investors are asking whether the mobile-ad-turned-AI-advertising company can keep ...  Show more

Enovix stock just hit an all-time low — and then the CEO abruptly resigned. We break down the Q2 2026 earnings, the cash runway, and whether this small bet is still worth holding.Enovix (ENVX) stock cratered to an all-time low following its Q2 2026 earnings update, and just days ...  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

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ...  Show more

Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?  (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says abou ...  Show more

In this episode, we delve into Nvidia's latest launch of a new, highly anticipated AI chip, while customers are still actively seeking its previous model, exploring the reasons behind this continuous high demand and the chip's potential impact on the AI and tech industries. We'll ...  Show more