The Chips are Down (and Up!)

The Chips are Down (and Up!)

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The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning

Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool analyst Rachel Warren talks with Adam Field, Chief AI Officer at Tungsten Automatio ...  Show more

The Truth About Spending in Retirement and Why It’s Good News

Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses over the course of retirement is wrong. Host Robert Brokamp speaks with David Bla ...  Show more

Recommended Episodes

Episode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?
Chip Stock Investor Podcast

In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report ( https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI ...

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Intel and Amazon
Barron's Streetwise

Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Nvidia Soars to Record as AI Boom Fuels Chips Demand
Bloomberg Businessweek

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ...  Show more

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
The Circuit

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