SOLD OUT: Why Data Centers are Buying Every S...

NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power, the current VAC (Volts Alternating Current) systems are less efficient than they could b ...  Show more

Intel has stabilized its balance sheet under CEO Lip-Bu Tan, using cash from the U.S. government and Nvidia to reach free cash flow profitability. However, achieving this required aggressive cuts to capital expenditures, creating a CapEx trap where Intel now lacks the manufacturi ...  Show more

Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the “cockroaches” that could be hiding in ...  Show more

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market P ...  Show more

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(0 ...  Show more

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well ...  Show more