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Results for "semiconductor IPO"

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6 results

Episodes

  • The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
    Intelligent Report

    20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026

    Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.

    Andrew FeldmanCerebrasNvidiaJensen HuangTSMC
    openaianthropicinvesting
  • Tech Brew Ride Home
    Intelligent Report

    Claude Opus 4.7

    Tech Brew Ride Home· Apr 16, 2026

    Today's Tech Brew Ride covers Anthropic's new Claude Opus 4.7, TSMC's earnings boost from AI demand, X's launch of Cash Tags, and Google's potential $100 billion stake in SpaceX's IPO.

    AnthropicClaude Opus 4.7Claude Mythos PreviewTSMCCCY
    anthropic
  • Squawk on the Street
    StandardSummaries only

    9am Hour: Taiwan Semi and AI Trade Pain, UnitedHealth Surges, SpaceX Falls Below IPO Price 7/16/26

    Squawk on the Street· Jul 16, 2026

    Carl Quintanilla and Jim Cramer explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for Unite…

    aiinvesting
  • Squawk on the Street
    Intelligent Report

    10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26

    Squawk on the Street· Jul 30, 2026

    Jersey Mike's IPO debut, Microsoft vs. Meta earnings split, a $45B hedge fund's dramatic collapse, and what Apple & Amazon must deliver tonight.

    Leopold AschenbrennerSituational Awareness (hedge fund)OpenAIAnthropicMicrosoft
    aiinvesting
  • Squawk on the Street
    Intelligent Report

    10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26

    Squawk on the Street· Aug 14, 2026

    Markets at all-time highs, but Lee Cooperman sees euphoria warning signs; plus OpenAI's C-suite exodus, memory stock surge, Disney CEO at D23, and space insurance as the next frontier.

    Leon CoopermanAdam ParkerTrivariate ResearchLee CoopermanOmega Family Office
    openaiinvesting
  • The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
    Intelligent Report

    20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026

    Karpathy joins Anthropic, SpaceX eyes history's largest IPO, Cerebras smashes its debut, and the crew debates whether SaaS is terminal or just waiting for one founder to pull off an AI comeback.

    AnthropicOpenAIAndrej KarpathyDario AmodeiSam Altman
    anthropicinvesting