Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio!

0:00 Intro

1:45 Market update

5:43 Latest with Leopold Aschenbrenner

7:20 Finding opportunities

10:00 Alphabet Captures 2026 AI Capex Alpha

10:40 OpenAI user numbers continue to increase

13:10 Nvidia struggles

19:00 Data center spending

22:46 Microsoft and Meta

32:47 Portfolio earnings (Lam Research, Intel and more)

40:30 Corning and Bloom Energy

55:15 Portfolio adds

1:01:10 Celestica news

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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.