Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

Thematic (Sector/Industry)

<ul><li>Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands</li><li>Reopening Three Mile Island faces financial, staffing, regulatory challenges and opposition from community activists.</li><li>Nuclear power revival in the US driven by demand from tech companies like Microsoft for reliable, clean energy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demandsReopening Three Mile Island faces financial, staffing, regulatory challenges and opposition from community activists.Nuclear power revival in the US driven by demand from tech companies like Microsoft for reliable, clean energyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How the AI boom is reviving Three Mile Island

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Stock market dominated by big tech companies, increasing importance of tech companies in equity market</li><li>S&amp;P 500 becoming more like the Nasdaq due to tech dominance</li><li>Tech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stock market dominated by big tech companies, increasing importance of tech companies in equity marketS&amp;P 500 becoming more like the Nasdaq due to tech dominanceTech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunitiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Apollo Explains How Big Tech Is Disrupting Credit Markets

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>Lots of inquiries and discussions about the semiconductor market this week, stock market movements relatively flat</li><li>Nvidia up 11%, AMD up 7%, Microsoft up 4% last week</li><li>Market experiencing a dialing back of hype, some names still overvalued, but overall growth dynamics in semiconductors still intact</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lots of inquiries and discussions about the semiconductor market this week, stock market movements relatively flatNvidia up 11%, AMD up 7%, Microsoft up 4% last weekMarket experiencing a dialing back of hype, some names still overvalued, but overall growth dynamics in semiconductors still intactThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 79: Not Your Grandfathers Data Center

<ul><li>A week dominated by earnings reports, particularly in the semiconductor industry</li><li>Microsoft and AWS's strong capex spending indicates a positive outlook for data center infrastructure</li><li>AMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa Su</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A week dominated by earnings reports, particularly in the semiconductor industryMicrosoft and AWS's strong capex spending indicates a positive outlook for data center infrastructureAMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa SuThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

<ul><li>Discussion about the potential for Chinese companies to use shell corporations to rent GPUs from American companies</li><li>Mention of a blog post by Sequoia and a report from Goldman Sachs on the challenges of monetizing AI infrastructure</li><li>Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like Microsoft and Amazon investing billions in AI projects.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion about the potential for Chinese companies to use shell corporations to rent GPUs from American companiesMention of a blog post by Sequoia and a report from Goldman Sachs on the challenges of monetizing AI infrastructureSkepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like Microsoft and Amazon investing billions in AI projects.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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How the AI boom is reviving Three Mile Island

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands Reopening Three Mile Island faces...

Behind the Money

Apollo Explains How Big Tech Is Disrupting Credit Markets

Tech companies dominate the stock market, making up 30% of the S&P 500, leading to an increased importance of opportunistic credit investments in...

Odd Lots

Episode 79: Not Your Grandfathers Data Center

Conversations focused on the performance of semiconductor stocks, including Nvidia up 11%, AMD up 7%, and Microsoft up 4%, with questions arising...

The Circuit

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...

The Circuit

Episode 75: The AI Big $$$ Question

Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like...

The Circuit

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