Episode 128: Chip Stock Crash! Why? Time to B...

Will we actually see humanoid robots in every home? While viral demos grab headlines, the real investing story in physical AI comes down to unglamorous physical bottlenecks.In this episode, we sit down with Ankur Saxena of TDK Ventures (formerly Cisco Ventures) to break down what ...  Show more

Hundreds of billions are pouring into GPU-based AI data centers. We break down who the real structural winners are — and who's just riding peak hype.The hyperscalers (Amazon, Microsoft, Alphabet, Meta) keep investing heavily in fundamental compute infrastructure. But a new wave o ...  Show more

On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss the sell-off in stocks, bonds, commodities, and crypto. ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskRe ...  Show more

Markets just took a hit, why? In this episode, Anthony and Piers break down the latest global market sell-off, unpacking the forces at play. From fresh tariff announcements and critical CPI data to technical market trends and Trump’s strategic economic moves, they dissect what’s ...  Show more

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the ...

After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megap ...  Show more