Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge

As market volatility continues to create concerns for investors, the hosts of The AI Investor Podcast is here to navigate you through rocky waters just like Odysseus himself. In this week's episode, Eric Bleeker and Austin Smith are investigating what could be the next big AI bottleneck, discussing the latest with Alphabet and sharing a software stock that could be ready to surge.

0:00 Intro

1:59 The good, the bad and the ugly of selloffs

4:16 Alphabet earnings

5:03 Kimi K3 arrives

12:30 Concerns for Nvidia?

15:18 Recognizing the next AI bottleneck

21:10 AMD and Anthropic teamup

24:45 STMicroelectronics

25:55 FTAI Aviation

28:00 ServiceNow earnings

Natural Gas Memo: https://colossus.com/wp-content/uploads/2026/07/letter-III-got-gas.pdf

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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.