Big Earnings Energy

What started as a couple of salacious back page headlines has spiraled into a major leadership conundrum for Nvidia. As more reports come out related to the Jensen Huang/Huang Le scandal, the board has launched an investigation into Jensen’s actions. Matt, Lou, and Tyler take a l ...  Show more

Berkshire Hathaway reported financial results over the weekend, providing investors with insights from the world of insurance. It was also the company’s biggest quarters for buybacks in years, giving Jon, Matt, and Rachel a chance to talk about the important concept of intrinsic ...  Show more

In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. 

A great conversation connecting corporate finance theo ...

As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ...  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