Hidden Gems Transcripts

Think you know how the trade wars will shake out? Don't bet on it.

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years.

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

The airline has wasted resources on two failed growth strategies. Can a new plan turn things around?

The tech battle between China and the U.S. is heating up, and investors are rattled.

There's more to the legendary chipmaker than its tech stack.

There's a lot for investors to talk about.

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?

We also talk about a data storage company worth investors' attention.

Abercrombie & Fitch's and Lululemon's strong holiday updates weren't good enough to keep the market happy. But long-term, both brands are on track.

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?