If You Build It, Chips Will Come

The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exowatt — backed by Sam Altman and Andreessen Horowitz — about why the AI build-out ...  Show more

We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO an ...  Show more

Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

SummaryThe conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. It explores the idea of negotiation and leaked stories as part of the process. The conversation also delves into the simultaneous de ...  Show more

In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertain ...  Show more

Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.