# Paul Meek
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Top podcast episodes featuring paul meek.
Instant Reaction: Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Nvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday.
Thou…
Instant Reaction: Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Nvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday.
Thou…
Instant Reaction: Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Nvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday.
Thou…
Micron (MU) Gains on AI Memory Demand — Is There More Upside?
Paul Meeks highlights the surge in memory prices as a key driver for Micron (MU) and the broader semiconductor sector. He examines whether the stock can extend gains after hitting a record high on strong earnings, with AI-driven memory demand accelerating. Meeks outlines what could sustain — or cha…
CBRS to $209? Paul Meeks Explains Street Low Price Target
Paul Meeks of Freedom Capital Markets says he has the lowest price target on the Street for Cerebras (CBRS) at $209, well below the stock's current price into Wednesday's earnings. He remains skeptical on the stock's growth story as he sees difficulty ahead to maintain profits.
======== Schwab Ne…
The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled
Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO Greg Jensen demanding bank-style regulation for AI compute and Menlo Ventures' Amy Wu Martin about c…
PANW Earnings Preview: Paul Meeks on Cybersecurity Stocks, Anthropic Impact & CrowdStrike
Paul Meeks breaks down the cybersecurity trade ahead of Palo Alto Network (PANW) earnings. He explains how Anthropic's models initially pressured cybersecurity stocks as investors feared AI could disrupt the sector, and discusses the broader impact of on names like Palo Alto and CrowdStrike (CRWD) …
Data Center Spending Stays Hot While Quantum Waits
Paul Meeks sees IBM Corp. (IBM) as a potential quantum computing leader, but warns that payoff may be years away and its AI story is net neutral at best. He prefers AI infrastructure plays like neocloud CoreWeave (CRWV) and AI co-location company Applied Digital (APLD), expecting data center spendi…
Paul Meeks Sets $1,600 MU Price Target: Will Earnings Back AI Growth Picture?
Micron (MU) shares are up over 500% year-over-year heading into Wednesday's earnings after investors saw upside in AI memory supply shortages. Paul Meeks believes the earnings will be great but points to guidance as the key question mark due to cyclicality concerns surrounding it and other peers li…
Ottawa Election 2026: Paul Meek, Stittsville Ward
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Paul Meek joins us to discuss his campaign vision for the upcoming municipal elections. Learn his goals for the community.As we head toward the October 2026 municipal elections, voters need a clear picture of who is running for office. In this episode of Across the Table with Diony…
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