OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear

OpenAI's CFO Just Said Something Sam Altman D...

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How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda

Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson, on the RiskReversal Podcast about his 28-year analyst career and pivot from linear media to digital advertising and Big Tech. Nathanson explains why Google and Meta became a hedge against cord-cutting-driven ...  Show more

Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point

Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they turn asset-heavy and free cash flow falls. They note extreme momentum in semis (r ...  Show more

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