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Wall Street Breakfast
Snap soars on surprise profit beat, strong revenue forecast
April 26, 2024 (duration 6m)
[from description] ...habet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)Episode transcripts seekingalpha.c...
[from itunes:subtitle] ...ttps://seekingalpha.com/news/4094588-snap-sees-up-to-18-revenue-growth-in-current-quarter-stock-rockets-25-after-hours?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_fo...
[from itunes:summary] ...habet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)Episode transcripts seekingalpha.c...
April 26, 2024 (duration 6m)
[from description] ...habet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)Episode transcripts seekingalpha.c...
[from itunes:subtitle] ...ttps://seekingalpha.com/news/4094588-snap-sees-up-to-18-revenue-growth-in-current-quarter-stock-rockets-25-after-hours?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_fo...
[from itunes:summary] ...habet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)Episode transcripts seekingalpha.c...
Live Nation reportedly faces antitrust lawsuit, shares drop
April 16, 2024 (duration 6m)
[from description] ...:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show l...
[from itunes:summary] ...:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show l...
[from itunes:keywords] chip,livenation,microsoft,samsung,stocks,wallstreet
April 16, 2024 (duration 6m)
[from description] ...:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show l...
[from itunes:summary] ...:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show l...
[from itunes:keywords] chip,livenation,microsoft,samsung,stocks,wallstreet
Nippon Steel stands firm on U.S. Steel acquisition
April 1, 2024 (duration 5m)
[from description] ... committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate it...
[from itunes:summary] ... committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate it...
[from itunes:keywords] nipponsteel,rakuten,rubrik,stocks,u.s.steel
April 1, 2024 (duration 5m)
[from description] ... committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate it...
[from itunes:summary] ... committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate it...
[from itunes:keywords] nipponsteel,rakuten,rubrik,stocks,u.s.steel
BG2Pod with Brad Gerstner and Bill Gurley
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
March 21, 2024 (duration 1h26m)
[from title] Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
[from description] ...y discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2. Timestamps: (0:00) I...
March 21, 2024 (duration 1h26m)
[from title] Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
[from description] ...y discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2. Timestamps: (0:00) I...
Uber settles Australia taxi driver lawsuit, pays $178M
March 18, 2024 (duration 6m)
[from description] ...ilding spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show link...
[from itunes:summary] ...ilding spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show link...
[from itunes:keywords] linkedin,spacex,stocks,uber,wallstreet
March 18, 2024 (duration 6m)
[from description] ...ilding spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show link...
[from itunes:summary] ...ilding spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show link...
[from itunes:keywords] linkedin,spacex,stocks,uber,wallstreet
Google says Microsoft pitched Bing sale to Apple
February 26, 2024 (duration 6m)
[from description] Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Re...
[from itunes:summary] Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Re...
[from itunes:keywords] apple,disney,ford,google,reliance,stocks,wallstreet
February 26, 2024 (duration 6m)
[from description] Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Re...
[from itunes:summary] Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Re...
[from itunes:keywords] apple,disney,ford,google,reliance,stocks,wallstreet
OpenAI’s text-to-video AI model
February 16, 2024 (duration 6m)
[from description] OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, interne...
[from itunes:summary] OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, interne...
[from itunes:keywords] appliedmaterials,nike,openai,stock,wallstreet
February 16, 2024 (duration 6m)
[from description] OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, interne...
[from itunes:summary] OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, interne...
[from itunes:keywords] appliedmaterials,nike,openai,stock,wallstreet
Vegas gets the AI treatment at CES
January 9, 2024 (duration 6m)
[from description] Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account s...
[from itunes:summary] Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account s...
[from itunes:keywords] ces,hewlettpackardenterprise,hpe,junipernetworks,netflix,nvidia,stocks,wallstreet
January 9, 2024 (duration 6m)
[from description] Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account s...
[from itunes:summary] Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account s...
[from itunes:keywords] ces,hewlettpackardenterprise,hpe,junipernetworks,netflix,nvidia,stocks,wallstreet
DHUnplugged Podcast
DHUnplugged #679: Rally Santa Rally!
November 29, 2023 (duration 1h3m)
[from description] ... heads is at it again.... Following: - Slap in Face? OpenAI not anticipated to offer MSFT a board seat on its new board, according to The Information - "It’s a sign that the board will pri...
November 29, 2023 (duration 1h3m)
[from description] ... heads is at it again.... Following: - Slap in Face? OpenAI not anticipated to offer MSFT a board seat on its new board, according to The Information - "It’s a sign that the board will pri...
Sam Altman to lead Microsoft’s new AI team
November 20, 2023 (duration 6m)
[from description] Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pa...
[from itunes:summary] Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pa...
November 20, 2023 (duration 6m)
[from description] Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pa...
[from itunes:summary] Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pa...
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