Hidden Gems Transcripts

AI token consumption grew 17 times last year. So why are some investors still underexposed to the biggest structural shift in a generation?

Planning for retirement requires several assumptions, but many commonly recommended ones may be too restrictive.

Though money continues to pour into AI, companies are starting to scrutinize their AI investments, which may not be paying off as hoped.

Snowflake’s latest financial results were catalyzed by one of its newest AI product offerings. Plus, the sluggish mortgage refinancing environment is impacting publicly traded companies.

Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year.

The first-ever fully electric Ferrari has been announced, and it’s already being widely criticized for its very un-Ferrari design.

It’s a deep dive into the Hidden Gems Investing mailbag with questions about international diversification, stocks that have lost momentum, and the changing cybersecurity landscape.

Why do so many people feel overwhelmed right now? And what can investors do about it?

Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.

Learn how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO.

SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details, examining what stands out in this monumental, possibly $2 trillion, public offering.

Google I/O revealed the company’s future in artificial intelligence, complete with updated search and AI glasses.

One small detail in Home Depot’s earnings report should bode well for the beleaguered home improvement retailer.

The market is buying everything AI related, but that love doesn’t extend to data centers.

This week's episode delves into how investors can use "satisficing" to make better choices in a complex market.

The age you file for Social Security will be one of the most important retirement-related decisions you’ll make.

A look back on the lessons learned from earnings season, what's hot (and what's not) in the market, and a debate over whether inflation can halt the rally.

Cisco and Lumentum delivered better-than-expected earnings results this quarter, and their valuations reflect Wall Street’s optimism.

The team discusses what’s driving increasing costs for consumers and producers, and how the trend may eventually cause shocks in a highly valued stock market.

This episode breaks down what’s in the AI 11 basket, whether it's better to invest in baskets or individual companies, and the AI bubble.