Hidden Gems Transcripts

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.

Chinese memory maker CXMT went public and gained nearly 500% on its opening day.

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse.

The 4% withdrawal rule was established more than 30 years ago. Thanks to new research, its founder says that rate is likely much too low.

Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?

Earnings season is in full swing, and one common theme that spooked investors: cash burn.

Shares of capital market company MSCI and credit rating agency Equifax both posted double-digit declines in response to lackluster earnings.

China’s Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others.

Most companies say they're doing AI, but a surprising number are actually doing very little.

Knowing how much you'll need in retirement is a key variable, but much of what people know about how spending progresses over the course of retirement is wrong.

Tech stocks have dropped as earnings reports have given investors reason for concern.

Uber is leaning into delivery services with its acquisition of Delivery Hero. Plus, GE Aerospace is having a hard time sourcing materials.

Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal?

IBM gave investors a heads-up about the upcoming quarter, as pre-released earnings were below analyst expectations, raising questions about the spending priorities of IBM’s clients.

Many investors feel like the AI trend has peaked, but the recent performances of Taiwan Semiconductor and Meta Platform suggest the AI build-out is still on.