Moderna's Record-Breaking Day, Marvell’s $120B Google Deal, Sandisk News and Q & A
AI volatility is back, but underneath the market noise, a massive new growth cycle is emerging thanks to major AI developments in healthcare. We'll be breaking that down in this episode of The AI Investor Podcast along with topics such as Marvell’s landmark Google contract, why token consumption is accelerating faster than expected and what that means for Nvidia, as well as specific supply chain stocks flashing major signals right now. We'll also be diving into our mailbox to answer some of the questions you have been asking.
0:00 Intro
2:54 Latest from Nvidia
9:20 Impact of rising interest rates
14:50 AI developments in healthcare
24:56 Marvell and Google news
37:03 Memory rebounds for investors
40:45 Mailbag
Subscribe on YouTube: https://www.youtube.com/@247wallst.
https://www.investicon.ie/
Promo Code: 247WALLST200
If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com
To follow our portfolio: https://247wallst.com/aiportfolio/
To follow Eric on X: https://x.com/bleekertech
Submit your questions: questions@247wallst.com
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.
The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.
0:00 Intro
2:54 Latest from Nvidia
9:20 Impact of rising interest rates
14:50 AI developments in healthcare
24:56 Marvell and Google news
37:03 Memory rebounds for investors
40:45 Mailbag
Subscribe on YouTube: https://www.youtube.com/@247wallst.
https://www.investicon.ie/
Promo Code: 247WALLST200
If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com
To follow our portfolio: https://247wallst.com/aiportfolio/
To follow Eric on X: https://x.com/bleekertech
Submit your questions: questions@247wallst.com
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.
The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.
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Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.