Nvidia’s Big Number

Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener’s real-world question and turns it into a clear, step-by-step guide to how your benefit is actually built. Key concepts d ...  Show more

Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wron ...  Show more

Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05) Show Notes Super Micro Computer to file plan on Monday to remain listed on Nasdaq Dividend Roundup Earnings Calendar Episode tran ...  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 ...

Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20).

Episode transcripts: <a href="http://seekingalpha.com/wsb?source=w ...  Show more

Shares of Nvidia on the move after reporting its latest results. How the Fast Money traders are handling the semi giant, and the impact it has on the broader market. Plus Madrigal Pharma surging on the back of results. The latest drug data pushing that name higher, and what th ...