# Stephanie Walter
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Nai-update:
Top podcast episodes featuring stephanie walter.
META v. MSFT: Two Different Tales of AI CapEx Spending Through Earnings
Microsoft (MSFT) sold off on earnings while Meta Platforms (META) rallied. Michael Ni believes that happened because of how each company is backing margins through CapEx spending. He points to Meta's AI integration for advertising as the strongest point, while noting Microsoft's narrative as unclea…
NVDA "First $10T Company?" AI's Industrial Growth Offers Long-Term Bull Case
"AI is no longer experimental, it's industrial," says Stephanie Walter when looking at the latest chipmaker earnings. She turns to AI infrastructure when highlighting her case for "uneven" but "strategic" growth in the sector. Shay Boloor makes the case that the AI cycle is "nowhere close to coolin…
Why Private Money Lending Is Winning in Today's Market | Real Estate Insights with Stephanie Walter
In this episode, Quentin interviews real estate expert Stephanie Walter, exploring her journey from single-family homes to private money lending, emphasizing resilience, communication, and relationship-building in real estate.
Professional Real Estate Investors - How we can help you:
Investor …
JD’s AI Edge vs. BABA Ahead of Earnings
JD.com (JD) is leaning on A.I.-driven logistics and supply chain efficiency, taking a more pragmatic approach than peers. Stephanie Walter contrasts this with Alibaba (BABA), which is investing heavily in a vertically integrated A.I. and cloud stack ahead of earnings. George Tsilis outlines a neutr…
AI Demand Pressures MRVL Earnings as Stock Taps All-Time Highs
Stephanie Walter breaks down expectations for Marvell's (MRVL) earnings as the stock hits record highs. She points to compute demand as the key driver for Marvell's momentum but urges investors to look for commentary on hyperscalers. As Stephanie says, "Marvell's revenue is increasingly a readthrou…
AI Divergence, Rotation Strength & ROI: What's Next for Mag 7?
"The big takeaway from this earnings season is that the AI trade isn't slowing, it's broadening," says Sylvia Jablonski when discussing Mag 7 earnings. She calls the reports a "clearing event" that brought skeptical investors back into the market. Sylvia considers Amazon (AMZN), Microsoft (MSFT), a…
VMware & Custom AI Chips: How One Supports the Other in AVGO
Broadcom (AVGO) earnings need to demonstrate sustained AI growth backed by a strong outlook, says Stephanie Walter of HyperFRAME Research. As the Big Tech firm expands its private cloud capabilities, she sees the test in VMware and its productivity and performance. Continued custom AI chip revenue …
ORCL Proving AI Growth Exists, Question Lies in Profitability & Efficiency
Oracle (ORCL) is making a shift in proving AI exists to proving it can monetize off it, says Stephanie Walter. She points to the company's earnings as an indicator Oracle is moving in the right direction. Stephanie's biggest question for the software giant's growth lies in how efficiently it can ca…
Software's Headwinds & Tailwinds at Forefront of AI Development
Stephanie Walter and Morningstar Wealth's Luke Yang discuss how debates of slowing down AI impact the software space. Luke believes AI adoption on an enterprise level remains in the early stages, offering time for companies to improve AI usage and safety. He offers a bull case for Intuit (INTU). As…
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