Hidden Gems Transcripts

Berkshire Hathaway is a net buyer of stocks again for the first time in nearly four years, but new CEO Greg Abel still sold some surprising stocks this quarter.

Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle.

Two companies –- OpenAI and Anthropic –- are driving the AI industry forward as everything from hyperscalers to neoclouds to memory stocks hangs on the demand for tokens.

Though Cisco Systems and Cerebras have bulging order books, they face some major challenges.

Neoclouds -- companies that buy and rent out GPUs for AI -- are seeing incredible demand for the assets they’re building.

Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates.

Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.

As cybersecurity threats increase, Mastercard is focusing on prevention and defense for its 3.7 billion cardholders.

One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come.

As earnings season winds down, it's time to reflect on lessons from this quarter.

The number of stocks moving 10% or more in either direction this past quarter is staggering. The team dissects the results.

Earnings season continues to give strong results, but that doesn’t mean each stock is rising because of the news.

CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models other coming out today.

Companies try to get deals done while regulators allow them. But are buyouts always a good idea?

In this continuing conversation, veteran investigative journalist Bethany McLean discusses why an S&P 500 index fund could actually be one of the most concentrated AI bets you can make.

Learn how to protect the wealth you've worked to accumulate.

Hedge fund Situational Awareness is forced to sell its equity holdings, leading to a drop and a pop in AI-related stocks. What went wrong?

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

Even though PayPal never directly addressed Stripe's recent buyout offer in its earnings report, the message was clear: It's too low.