Results for “Nvidia”
Episodes
Stock Movers
PG&E falls as wildfire rules pressure utilities
The episode connects California’s wildfire policy and analyst downgrades with shifting opportunities across energy and technology stocks.
Aug 31, 2026 · 7 min
Stock Movers
PayPal deal collapses as investors test tech winners
The episode contrasts a failed acquisition, cautious optimism around Marvell, and stronger outlooks for Gap and Nvidia while previewing technology’s role in fast-growing cities.
Aug 28, 2026 · 7 min
Stock Movers
AI expectations collide with corporate forecasts and smarter cities
The episode connects volatile stock reactions to a broader question: whether AI can reshape both business performance and urban infrastructure.
Aug 26, 2026 · 6 min
Stock Movers
AI optimism lifts software and cybersecurity stocks
The episode connects sharp post-earnings moves with a broader question: whether AI demand can reset expectations for software, cybersecurity, and cities.
Aug 26, 2026 · 7 min
The Compound and Friends
AI spending faces its hardest earnings test yet
The episode weighs whether AI’s extraordinary investment cycle can broaden into durable earnings growth or instead trigger a valuation reset by 2027.
Aug 25, 2026 · 1h 13m
Stock Movers
AI infrastructure tests chipmakers’ growth claims
The earnings outlook offers a near-term test of whether AI infrastructure spending is translating into durable growth across chips, cybersecurity, and custom silicon.
Aug 23, 2026 · 8 min
The Contrarians with Adam and Adir
Falling Australian house prices and tech markdowns signal broader economic pain
The dual pressures of cooling property markets and tech valuation markdowns point to a broader correction in both traditional wealth and speculative venture capital.
Aug 21, 2026 · 38 min
Claude AI Daily
AI’s next phase hinges on capital, compute, and control
The episode connects Anthropic’s possible valuation, Nvidia’s infrastructure ambitions, and new defenses against AI scraping to the industry’s central power struggle.
Aug 14, 2026 · 18 min
All-In with Chamath, Jason, Sacks & Friedberg
Tech leaders warn energy grid bottlenecks threaten the artificial intelligence boom
As artificial intelligence companies seek unprecedented valuations, their survival depends on securing massive physical infrastructure and energy grids.
Aug 14, 2026 · 1h 40m
TBPN
Lakers sale tests sports ownership’s next era
The episode connects a record sports transaction to a wider shift in how capital, creators, AI systems, and defense technologies are built and financed.
Aug 12, 2026 · 1h 58m
The Compound and Friends
Investors debate bottoms, AI financing and private-credit risk
The episode connects a practical framework for spotting tradable lows with larger questions about AI infrastructure, market recovery and financial risk.
Aug 11, 2026 · 1h 1m
TBPN
AI financing, corporate relocation and the new American travel economy
The episode connects capital-intensive technology bets, shifting corporate geography, consumer mobility and regulatory change to broader questions about growth.
Aug 11, 2026 · 2h 15m
Stock Movers
AI expectations drive sharp moves across tech stocks
The episode shows how strong results can still trigger volatility when investors have priced in extraordinary growth from AI and infrastructure companies.
Aug 5, 2026 · 12 min
Stock Movers
AstraZeneca weighs historic merger while chip stocks stage a recovery
This episode provides critical analysis of landmark shifts in global markets, from historic healthcare consolidation to the financial debut of commercial space flight.
Aug 3, 2026 · 6 min
The Contrarians with Adam and Adir
Discount airlines and private equity face reckoning as consumer habits shift
Understanding how structural shifts in technology, consumer health, and debt markets are exposing vulnerabilities in legacy business models.
Jul 13, 2026 · 1h 49m
Stock Movers
Geopolitical risk lifts energy stocks as chipmakers rally
The rebound shows how quickly markets are repricing both Middle East tensions and shifting access to advanced AI chips.
Jul 8, 2026 · 8 min
All-In with Chamath, Jason, Sacks & Friedberg
Tech leaders warn enterprise data risks are driving a sovereign AI shift
This episode exposes the critical tension between rapid AI adoption and data privacy, alongside the real-world economic pressures facing major tech hubs like California.
Jul 3, 2026 · 1h 42m
Investor's Champion Podcast
Buffett’s model meets a tougher test in UK small caps
The episode contrasts Nvidia’s AI-fuelled expansion and Berkshire’s patient compounding with warning signs across several smaller UK-listed companies.
Aug 31, 2024 · 30 min
Investor's Champion Podcast
Investors weigh turnarounds, takeovers and AI valuations
The discussion tests whether attractive investment ideas still exist across companies facing litigation, debt, technological disruption and takeover bids.
May 26, 2024 · 31 min
Reshaping Workflows with Dell Pro Precision and NVIDIA RTX PRO GPUs
AI co-scientists turn months of research into hours
The episode examines whether agentic AI and local computing can make scientific discovery faster, cheaper, and more private without losing access to frontier capabilities.
Oct 8, 2026 · 33 min
Reshaping Workflows with Dell Pro Precision and NVIDIA RTX PRO GPUs
Local AI workflows promise faster, safer model development
The episode examines whether local hardware can make specialized AI development more affordable, private, and responsive for individuals and teams.
Oct 1, 2026 · 10 min