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

Equity Bottom-Up

<ul>
<li>Nvidia's performance in the industry show was okay, with the stock being slightly off and mixed reactions from analysts.</li>
<li>The company is continuing to grow at a significant rate, but there are concerns about AI market trends and China relations.</li>
<li>Questions surround Nvidia's potential deal with China, with uncertainties about revenue sharing and government involvement.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Nvidia's performance in the industry show was okay, with the stock being slightly off and mixed reactions from analysts.
The company is continuing to grow at a significant rate, but there are concerns about AI market trends and China relations.
Questions surround Nvidia's potential deal with China, with uncertainties about revenue sharing and government involvement.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs.

Thematic (Sector/Industry)

<ul><li>Nvidia's advancements in Nematron models, push for open source in AI</li><li>Comparison to Intel's strategic moves with Linux Foundation, potential competition with customers in open sourced AI models</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia's advancements in Nematron models, push for open source in AIComparison to Intel's strategic moves with Linux Foundation, potential competition with customers in open sourced AI modelsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>AI is expected to dominate the conversation in the markets, with beneficiaries likely being different companies than in previous years.</li><li>Carrie King, global CIO of BlackRock's Fundamental Equities Group, is optimistic about the stock market in 2026 due to strong earnings growth and high-quality companies.</li><li>While AI has been a dominant theme in recent years, the level of improvement and change seen in the past may not be sustainable in the future.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI is expected to dominate the conversation in the markets, with beneficiaries likely being different companies than in previous years.Carrie King, global CIO of BlackRock's Fundamental Equities Group, is optimistic about the stock market in 2026 due to strong earnings growth and high-quality companies.While AI has been a dominant theme in recent years, the level of improvement and change seen in the past may not be sustainable in the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends

<ul><li>Viral success with iPhone Air and HP keyboard computer pictures</li><li>Theme of CES 2022: Robots and robotic hands</li><li>Nvidia announcements at CES, including details on Vera Rubin and NVL72 nomenclature</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Viral success with iPhone Air and HP keyboard computer picturesTheme of CES 2022: Robots and robotic handsNvidia announcements at CES, including details on Vera Rubin and NVL72 nomenclatureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep 148: All the Happenings from CES 2026!

Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Cross Asset Strategy

<ul><li>Webinar with former Prada board member discussing luxury landscape and investor trends</li><li>Nvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market caution</li><li>Dior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Webinar with former Prada board member discussing luxury landscape and investor trendsNvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market cautionDior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs.

Overall, the Nvidia stock was down despite meeting analyst expectations, as concerns about China and lack of clarity on revenue impact caused...

The Circuit

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

The article discusses Nvidia's advancements in Nematron models and promotion of open source variants, with mixed opinions on their strategy and...

The Circuit

245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends

The rise of AI in the market, driven by companies like Nvidia, is expected to continue to shape conversations and drive growth opportunities, with...

The Bid

Ep 148: All the Happenings from CES 2026!

Last year's successful social media posts featured the iPhone Air and HP keyboard computer, with HP's keyboard computer going viral with 3.6...

The Circuit

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs.

Overall, the Nvidia stock was down despite meeting analyst expectations, as concerns about China and lack of clarity on revenue impact caused...

The Circuit

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

The article discusses Nvidia's advancements in Nematron models and promotion of open source variants, with mixed opinions on their strategy and...

The Circuit

245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends

The rise of AI in the market, driven by companies like Nvidia, is expected to continue to shape conversations and drive growth opportunities, with...

The Bid

Ep 148: All the Happenings from CES 2026!

Last year's successful social media posts featured the iPhone Air and HP keyboard computer, with HP's keyboard computer going viral with 3.6...

The Circuit

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Global markets experience volatility as luxury landscape evolves, Nasdaq sells off, Bitcoin drops, and US job market shows mixed results.

The Synopsis