DeepSeek Disrupts, Big Tech Responds
- Forfatter
- Afsnit
- 1763
- Udgivet
- 31. jan. 2025
- Forlag
- 0 Anmeldelser
- 0
- Afsnit
- 1763 of 2000
- Længde
- 39M
- Sprog
- Engelsk
- Format
- Kategori
- Økonomi & Business
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
(00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans. - Apple’s continued struggles to find growth with the iPhone and its China business.
(19:03) The earnings rundown continues! - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.” - Visa and Mastercard show the consumer is still doing quite alright.
(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.
Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW
Host: Dylan Lewis Guests: Jason Moser, Asit Sharma Engineers: Rick Engdahl
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