Palantir’s Valuation Question

Palantir’s Valuation Question

Up next

It’s SpaceX IPO Day!

SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss: ...  Show more

Digging into the bottlenecks of AI

Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal y ...  Show more

Recommended Episodes

Talk Your Book: Growth Stock Concentration
Animal Spirits Podcast

On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ...  Show more

142. Bridgewater Co-CIO Karen Karniol-Tambour on on The Future of Investing, AI, and Beating the Market
The Wall Street Skinny

Send us Fan MailIn this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance toda ...  Show more

The Crash of Deutsche Bank or Buy on Weakness
RATIONAL INVESTING, with Cameron Stewart CFA

A deep dive into the financial strength of Deutsche Bank ($DB), book value, and net income and test the bank for the critical flaw that brought down Silicon Valley Bank and Credit Suisse Bank.  Learn how the value bank stocks in this critical time in stock market. "Long ago, Ben ...  Show more

The Dumbest Crash Ever
The Compound and Friends

On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during ma ...  Show more