Nvidia’s New Chips, with a Side of Valuation
Episode Date: March 19, 2025Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bow...
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2109 episodes transcribedJensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bow...
If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulvey...
To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers...
How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few...
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser an...
Volatility is the price of admission for long-term investing. (00:21) Anthony Schiavone and Ricky Mulvey discuss: - Investing mindset for market corr...
Wall Street is fearful. Should you be greedy? (00:21) David Meier and Mary Long discuss: - What’s changed and stayed the same since March 2020. - If...
And what’s that mean for long-term stock investors? (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing thesi...
Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. (00:21) Tim Beyers and...
Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce do...
When uncertainty spikes, our ability to look out into the future shrinks. (00:21) Emily Flippen and Matt Argersinger discuss: - How the shifting ta...
On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard. (00:21) Nick Sciple and Ricky Mulvey discu...
BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “distur...
The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:...
A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. (00:21) Bill Barker and Dylan Lewis discuss: - Mixue’s s...
$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl T...
The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the fac...
The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenu...
Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. (00:21) Jason Moser and Mary Long discuss:...
Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The...