A New Portfolio Add In Our Most Important Episode Of The Year

Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future.

0:00 Intro

3:30 Huge expectations with SpaceX

15:25 CoreWeave remains hot

16:00 Misconceptions about Microsoft

18:05 Updates on Amazon and Google

32:31 Bloom Energy is booming

39:39 Memory vs. Optics Battle

45:45 Nvidia news

57:34 Intel

1:00:50 Latest on Lumentum

1:05:07 More good news for Marvell?

1:09:41 Robotics

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Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. 

The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.