management teams are acutely aware of the reality that if you announce a deal with Nvidia or OpenAI, you're probably going to have a pretty good day on the stock market. The way that we have thought about this whole circular economy question is yes, there are a lot of partnerships everybody feels like they are entangled, but the only thing that matters at the end of the day when we kind of look out 3, five, 7 years from now is does this technology create incremental cash flows that justify all of this spend ...

47% of workers expect layoffs. We saw the Amazon layoffs this morning. It's not whether they should happen, it's how companies should do them.One of the overwhelming results of the investor survey was efficiency and and reductions like that only get you so far. It has to be about growth. I think company leaders would say, well, growth through AI can come from lots of different ways.Investing in my workforce, attracting the best talent, growing the top line, retaining my consumers. If we're having this conve ...

Well, we were just talking about rare earth uh and the that discussion point between the US and China. The stocks here in the US are taking a tumble as those trade tensions ease between the two nations. We saw those names rally on reports that China was considering export controls on their rare earth materials, pushing President Trump to threaten 100% tariffs on Chinese goods and focus on US development in the space.So, what is now the investment case for those stocks. Joining me now in this, Neil Dingman, ...

Nvidia's market cap crossed above $5 trillion on Wednesday morning, making it the first company in history to reach such a valuation. This comes after Nvidia CEO Jensen Huang delivered his keynote address at the GTC 2025 event (GPU Technology Conference) on Tuesday, showcasing the AI chipmaker's newest projects and partnerships. Intelligent Alpha Founder and CEO Doug Clinton chats with Julie Hyman on Nvidia's growth, how the semiconductor manufacturer is "leading the charge" in AI infrastructure capex, and ...

I'd call it a truce. I would not call it a breakthrough. I think it creates more stability in a relationship that has had more stability until liberation day.It was a short meeting. It was only 90 minutes long. It was expected to be 3 to 4 hours.With translation, that means that it was really only a 45minute meeting. So most of what was expected had already been discussed and agreed to. There was nothing on Taiwan, though the Chinese had floated it.There was nothing on Russia, though Trump had floated it. I ...

We're announcing a partnership with Uber. We're working together to connect these NVIDIA drive Hyperion cars into a global network. A robo taxi is essentially an AI chauffeur.We created this architecture so that every car company in the world could create cars that are robo taxi ready. Drive Hyperion is now designed into Lucid, Mercedes-Benz, the folks at Stalantis, and there are many other cars coming. Basically, the standard chassis has now become a computing platform on wheels.And because it's standard a ...

Robotics is a a very substantial area of investment for us. We have over a million robots in our fulfillment network at this point. And I would say that while that's significant, we have a lot of invention in flight. So I expect that we'll have more over a period of time.Robotics are very important for us and for our customers and for our teammates because they improve safety, they boost productivity, they increase speed, and they let our human teammates focus on problem solving and what they do best. And w ...

Open Eye is the world's most valuable private company. While $1 trillion would be a huge valuation, keep in mind Nvidia on Wednesday eclipsed a $5 trillion market cap for the first time. Apple's market cap is now over 4 trillion.My question of the day is this. Should Open Eye be more valued along the lines of Nvidia and Apple. Or does 1 trillion look right because the company may not be profitable for years and has no consumer hardware yet.I think it's really hard to put a really high valuation on a company ...

Warren Buffett's the goat of capitalism. I mean, is there anybody that's done it better. And how fortunate are we as a brand to to be owned by Berkshire Hathaway.There's so much guidance and wisdom that we've had from Warren over the years. And now Greg is stepping into this role and I couldn't be more happy to to be supported by Berkshire. I always say I've got the greatest job in the industry because of our ownership structure. ...

All right, Coinbase out with better than expected results. Let's get right to Coinbase CFO Alicia Hos. Alicia, always great to get some time with you here.Look, the numbers look good. Uh, really from the the top line to the earnings result. What was the biggest driver you think of the quarter.>> We had so many drivers, Brian. So, it was a strong quarter of execution, 1.9% billion of revenue, 800 million plus of adjusted EBA. But the ones I want to highlight for you are the following.We saw our subscription ...