New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. We dig into the news and how Apple is diversifying its supply chains amid simmering U.S., China tensions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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OpenAI and Broadcom sign 10 gigawatt deal 10/13/25
Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into the deal and what it means for OpenAI as it looks to cement its AI lead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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UAE aims to be Middle East’s AI hub 10/9/25
Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the United Arab Emirates. We dig into what the move means for both Nvidia and the Gulf state’s AI ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nvidia's self-funded AI loop 10/8/25
Nvidia may be the most valuable company in the world right now, but it's also becoming the AI industry's preferred lender, with a new investment into xAI on top of its commitments to OpenAI, CoreWeave, and more. But CEO Jensen Huang told CNBC he's only looking for even more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25
Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’s latest acquisition deepens its robotics bet. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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