Hidden Gems Transcripts

Europe wants to build its own digital infrastructure, which could have profound implications for U.S. tech companies.

The S&P 500 index is removing Pool Corp and Campbell Soup, replacing them with Marvell Technology and Flex. The team discusses what this means for investors.

Zscaler's CFO discusses the challenges facing cybersecurity in an age of agentic AI.

Month 6 of our 2026 Financial Planning Challenge features ways to prioritize and quantify your financial goals and highlights some helpful tools.

The biggest IPOs ever are coming, but historically, this period calls for caution, and these deals, in particular, may need some seasoning.

Broadcom dropped nearly 15%, despite reporting solid numbers.

Berkshire Hathaway is assisting Alphabet in raising over $80 billion to help its AI build-out. What does that say about the ROI of AI?

A stock market darling for much of the 2010s, Dollar General fell on hard times a few years ago. Despite numerous value investors betting on it, its turnaround strategy is taking much longer than expected.

Nvidia announced its new CPU, which could impact primary CPU players like Intel and AMD.

AI token consumption grew 17 times last year. So why are some investors still underexposed to the biggest structural shift in a generation?

Planning for retirement requires several assumptions, but many commonly recommended ones may be too restrictive.

Though money continues to pour into AI, companies are starting to scrutinize their AI investments, which may not be paying off as hoped.

Snowflake’s latest financial results were catalyzed by one of its newest AI product offerings. Plus, the sluggish mortgage refinancing environment is impacting publicly traded companies.

Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year.

The first-ever fully electric Ferrari has been announced, and it’s already being widely criticized for its very un-Ferrari design.

It’s a deep dive into the Hidden Gems Investing mailbag with questions about international diversification, stocks that have lost momentum, and the changing cybersecurity landscape.

Why do so many people feel overwhelmed right now? And what can investors do about it?

Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.

Learn how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO.

SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details, examining what stands out in this monumental, possibly $2 trillion, public offering.