Results for "memory inflation"
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6 results
Episodes
Intelligent Report10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26
Squawk on the Street· Jun 9, 2026
Markets whipsaw as OpenAI files for IPO, AI capex approaches railroad-era levels of GDP, memory shortages fuel inflation fears, and retail SpaceX SPV investors may not own what they think they do.
openaianthropicinvesting
StandardSummaries onlyWhy We Compare and Miss the Past - Boys Meetup - Krishan & Balkirat
Radio Haanji Podcast· Sep 12, 2026
Why do we always feel the past was better while comparing our present life to everyone around us? In this high-energy episode of Boys Meetup on Radio Haanji 1674 AM, Krishan and Balkirat break down the psychology of nost…
Intelligent Report20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 7, 2026
Mag 7 earnings breakdown: Google wins big, Microsoft flat without AI, Meta's $150B capex mystery, plus SaaS apocalypse update with Atlassian & Twilio bouncing back, and Palantir's jaw-dropping numbers.
anthropicinvesting- StandardSummaries only
9am Hour: Micron Soars on Blowout Quarter, Apple Hikes Prices, Nasdaq Rally Hopes Fizzle 6/25/26
Squawk on the Street· Jun 25, 2026
Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks…
aiinvesting - Intelligent Report
11AM Hour: The Tech Tumble, A New Quantum EO, & Meta Wearables Chief Talks AI 6/23/26
Squawk on the Street· Jun 23, 2026
Tech sell-off hits chip and memory stocks as Goldman's Lindsey Rosner calls Fed regime change real, Sandbox AQ breaks Nvidia drug discovery news, and Meta debuts cheaper smart glasses starting at $299.
openaiinvesting - Intelligent Report
10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26
Squawk on the Street· Oct 15, 2026
AI funding concerns mount as tech bond issuance drops, DRAM stocks hit a losing streak, Anthropic preps for IPO, and data centers spark political backlash ahead of midterms.
anthropicinvesting