Hidden Gems Transcripts

Dick’s Sporting Goods acquisition of Foot Locker was supposed to be a transformative deal, but the company is still struggling with the integration.

The earnings report for Nvidia, the world's most valuable company, could have huge economic ramifications.

The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing.

Workers spend years squirreling away money that they eventually hope to live off of in retirement. What should they be doing as the big day approaches?

Data centers face drama as public pushback against the AI build-out is at a high.

The big-box retailers are facing plenty of headwinds this earnings season.

Moderna's stock is up over 100%.

When the words “not seen since 2007” are thrown around, investors start to look harder at what’s going on with bonds.

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.

In Part 2 of the conversation, Mastercard CEO Michael Miebach breaks down the company's artificial intelligence outlook and utilization.

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.