Podcasts · Wall Street Breakfast
Nvidia bets beyond China
· 6:22
Episode Nvidia bets beyond China
Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: INTU, APLD, and more Iran deal looks like a 30-day ceasefire extension - Eurasia Group Traders bet big on OpenAI beating Anthropic to IPO first OpenAI prepares to possibly file for IPO as soon as Friday: report JPMorgan to hire more AI specialists, fewer bankers, Dimon says Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Links in the notes 9
- https://seekingalpha.com/news/4595541-nvidia-largely-conceded-china-ai-chip-market-to-huawei-huang-says?source=wsb_podcast:nvidia_bets_beyond_china
- https://seekingalpha.com/news/4595509-spacex-ipo-filing-shows-company-built-around-elon-musk-starlink-ai-age?source=wsb_podcast:nvidia_bets_beyond_china
- https://seekingalpha.com/news/4595463-pepsico-eyes-selective-price-increases-due-to-increased-costs?source=wsb_podcast:nvidia_bets_beyond_china
- https://seekingalpha.com/news/4595611-biggest-stock-movers-thursday-intu-apld-and-more?source=wsb_podcast:nvidia_bets_beyond_china
- https://seekingalpha.com/news/4595456-iran-deal-looks-like-a-30-day-ceasefire-extension---eurasia-group?source=wsb_podcast:nvidia_bets_beyond_china
- https://seekingalpha.com/news/4595469-traders-bet-big-on-openai-beating-anthropic-to-ipo-first?source=wsb_podcast:nvidia_bets_beyond_china
- https://seekingalpha.com/news/4595420-openai-prepares-to-possibly-file-for-ipo-as-soon-as-friday-report?source=wsb_podcast:nvidia_bets_beyond_china
- https://seekingalpha.com/news/4595578-jpmorgan-to-hire-more-ai-specialists-fewer-bankers-dimon-says?source=wsb_podcast:nvidia_bets_beyond_china
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:nvidia_bets_beyond_china
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.