Hidden Gems Transcripts

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.

The blank-check era for AI spending is over, and the reckoning is coming faster than most investors realize.

The team discusses the pros and cons of this new investment option for children.

As AI is the next big paradigm shift in technology, the team discusses lessons from the PC, internet boom-and-bust, and mobile phone eras.

The team debates whether Meta's new AI, semiconductor manufacturing, and prediction market initiatives are value-added ideas or wasted capital for the tech juggernaut.

Oil may not be the big driver of stocks that it was a few months ago -- and the market's pullback may simply be a healthy breather for hot stocks.

Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.