Someone’s gotta make ‘em, and someone’s gotta buy ‘em.
(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center business - Meta’s “special treatment”
Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.
Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR
Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Nyd den ubegrænsede adgang til tusindvis af spændende e- og lydbøger - helt gratis
Dansk
Danmark