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Jensen Huang's AI Capex Pulse Check
· 41 min
Episode Jensen Huang's AI Capex Pulse Check
Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar.
Jon Quast, Jason Hall, and Matt Frankel discuss:
- Nvidia’s prediction for AI capex spend
- Marvell’s accelerating growth
- CrowdStrike’s “Mythos moment” tailwind
- Winners and losers in AI cybersecurity
- Dick’s worst day ever
- As always, stocks on our radar
Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick’s Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS)
Host: Jon Quast
Guests: Jason Hall, Matt Frankel
Engineer: Dan Boyd
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