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Chips, Glorious Chips!

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Manage episode 431899465 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Someone’s gotta make ‘em, and someone’s gotta buy ‘em.

(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:

- whether you should fall in love with companies

- AMD’s data center business

- Meta’s “special treatment”

Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.

Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR

Host: Mary Long

Guests: Asit Sharma, Karl Thiel, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1697 episoade

Artwork

Chips, Glorious Chips!

Motley Fool Money

11,764 subscribers

published

iconDistribuie
 
Manage episode 431899465 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Someone’s gotta make ‘em, and someone’s gotta buy ‘em.

(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:

- whether you should fall in love with companies

- AMD’s data center business

- Meta’s “special treatment”

Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.

Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR

Host: Mary Long

Guests: Asit Sharma, Karl Thiel, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1697 episoade

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