SOTS 2nd Hour: Micron Takeaways, Alibaba Spending Plans, & A New Nvidia Challenger... PLUS: PGA of America CEO Talks Ryder Cup 9/24/25

SOTS 2nd Hour: Micron Takeaways, Alibaba Spending Plans, & A New Nvidia Challenger... PLUS: PGA of America CEO Talks Ryder Cup 9/24/25

  • Af
  • Episode
      2296
  • Published
      24. sep. 2025
  • Forlag
0 Anmeldelser
0
Episode
2296 of 2307
Længde
42M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Carl Quintanilla, Leslie Picker, and David Faber discussed the latest on the markets front - coming off a weak day for the AI trade. JP Morgan Asset Management's Chief Strategist for the Americas joined the team with her playbook - while the team checked in on the chips across the board. Hear one top semiconductor analyst breakdown new numbers out of Micron, the CEO of Nvidia challenger and private chip company 'Groq' talk innovation ahead, and what investors need to know about Alibaba's big boost to AI spending.

Also in focus: 2025's Ryder Cup officially kicking off - the head of PGA of America joined the team with his take on the action, and the big money at play in one of the golfing community's biggest events of the year.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


Lyt når som helst, hvor som helst

Nyd den ubegrænsede adgang til tusindvis af spændende e- og lydbøger - helt gratis

  • Lyt og læs så meget du har lyst til
  • Opdag et kæmpe bibliotek fyldt med fortællinger
  • Eksklusive titler + Mofibo Originals
  • Opsig når som helst
Prøv nu
DK - Details page - Device banner - 894x1036
Cover for SOTS 2nd Hour: Micron Takeaways, Alibaba Spending Plans, & A New Nvidia Challenger... PLUS: PGA of America CEO Talks Ryder Cup 9/24/25

Other podcasts you might like ...