SpaceX Stock Analysis: Space, AI & Starlink | Would We Buy the Dip After Record IPO?
47 days after SpaceX's record-breaking $75 billion IPO — the largest in history — Simon Erickson and Heather Horton dig into whether the stock is a buy now that shares have pulled back from their post-IPO highs. Learn about SpaceX's origin story, Elon Musk's Mars mission, and how the company slashe…
Upstart Q2 Earnings: The AI Company Disrupting The $1 Trillion Lending Market
Simon Erickson and Heather Horton break down Upstart Holdings (NASDAQ:UPST) Q2 2026 earnings, released the day before this live stream. New CEO Paul Gu, one of the company's original co-founders, posted his own recap directly on X just 100 days into the role, a move Simon highlights as a sign the c…
3 Nuclear Stocks Racing to Power the AI Data Center Boom
Simon Erickson and Heather Horton tackle a mailbag request on small modular reactors (SMRs), the mini nuclear reactors being built to solve a real problem: AI data centers now require more power than the largest nuclear plants in America can currently provide. They compare three publicly traded SMR…
Is Tesla (TSLA) Still A Buy After Rise From $40B Value Stock to $1 Trillion
Simon Erickson and Heather Horton welcome back Steve Symington, managing director of New Columbia Capital and a former 7investing advisor, to revisit Tesla (NASDAQ:TSLA) nearly seven years after Steve first called it an undervalued stock when its market cap was around $40 billion. The conversation …
OpenAI Really Cares About Safety
Sam Altman told Fortune that OpenAI is delaying its IPO because of safety concerns. Ricky and Malcolm think the real story is something else.
Ricky Mulvey and Malcolm Ethridge discuss:
Why Sam Altman's "safety" excuse for delaying OpenAI's IPO looks a lot more like a company that isn't ready…
Bilal Little on Leveraged ETFs and AI Agents
Leveraged ETFs have a reputation problem, and AI agents are already slipping past the security checks meant to stop them. Direxion's Bilal Little joins Ricky Mulvey and Malcolm Ethridge to separate the real risks from the misconceptions.
Ricky Mulvey, Malcolm Ethridge, and Bilal Little discuss:
…
Marc Benioff on Agentic AI and Salesforce’s Next Chapter
Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce doesn’t plan to hire any software engineers this year. - Lessons learned from major acquisitions, like Slack and Tableau. - Where AI goes next. Compan…
Sweetgreen Cofounder on Infinite Kitchens and Food Innovation
Some companies drop new products. sweetgreen drops new vegetables. Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about: - The future of automation and eating. - …
Finding “Home Run” Investments
Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach? Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about: The be…
Google Speaks, OpenAI Listens
Step aside, Siri. A new generation of AI voice assistants has arrived. First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI. Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea. S…
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
