Managing AI FOMO
Is your firm missing out on AI? It’s a question that has weighed heavy on the minds of tech leaders for the past 18 months and as new developments are announced leaders are presented with an ever-increasing buffet of AI products.While the pressure to commit to AI adoption can be intense, it’s essen…
Microsoft Vs OpenAI, NVIDIA's Learning Robots & New Sora Features
REVIEW THE POD YA DAMN ROBOTS
This week... Microsoft has greenlit a big new AI model. Is it a sign that it's distancing itself from OpenAI? Did OpenAI make the mysterious im-a-gpt-chatbot and why are there TWO of them now?
Will NVIDIA's Dr. Eureka's robot learning lead to a robot that can finall…
MM #211: GameStop & NVIDIA Billions: Trump Convicted, Police Finance Reform, & A Life-Changing Opportunity
What are the potential market implications of Trump being convicted on 34 counts of falsifying business records?
Will NVIDIA underperform following its stock split?
Roaring Kitty holds $180 million and 115 million shares in GameStop calls and options. Should you trade this short term or leave it …
Is There a New Leader in the AI Race?
Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities…
Jerome Powell Deliver, Will Nvidia? 8/26/24
Scott Wapner and the Investment Committee debate whether the entire rally is riding on Nvidia’s earnings results as the stock is set to report this week. Plus, the Committee making some portfolio moves, they share their strategy. And later, the desk discusses the latest Calls of the Day.
Investment…
AI Earnings: Will Nvidia's Q2 Spark a Rally or Sell-Off?
In the world of technology and artificial intelligence, Nvidia's Q2 earnings report is highly anticipated as it could either ignite an AI rally or trigger a panicked sell-off. Meanwhile, Texas is taking steps to protect artists from the threat of AI-generated fakes. In other news, Anthropic has int…
Will NVIDIA's Sky-High Valuations Hold? | Episode 165 | 08-28-24
Can NVIDIA sustain its dominance in the AI chip market, or are we witnessing the beginning of a tech bubble? On this episode of Markets with Megan, we dissect NVIDIA's highly anticipated second-quarter earnings report, a pivotal moment that could either solidify its market leadership or spark serio…
Broadcom Earnings Due: Will Nvidia's Influence Spark A Move?
IBD's Alexis Garcia and Ed Carson preview key upcoming earnings reports from Broadcom, Samsara and Smartsheet.
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