Growth Stories With IBD

SpaceX is eyeing the largest IPO in history. With a $1.75 trillion valuation, investors finally have a shot at owning a piece of Elon Musk's unified space and AI empire. But does the math actually add up, or is the market getting overhyped about another Musk moonshot? On this episode of Growth Stories, we talk to two SpaceX investors to analyze the business segments driving the growth behind this expected record-breaking debut. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI data centers require 24/7 power, a demand only nuclear energy can meet. But the industry faces a major hurdle: fuel supply. LIS Technologies CEO Jay Yu breaks down the shift toward domestic uranium enrichment and the roadmap to securing America’s energy future. Learn more about your ad choices. Visit megaphone.fm/adchoices

For decades, the rare earth industry has been monopolized by China. But that story is changing from a tale of dependence to a race for diversification. Reed Blakemore, director of research at the Atlantic Council’s Global Energy Center, discusses the geopolitics, supply chain bottlenecks, and emerging green shoots of a new minerals economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Data centers are increasingly at the center of local political battles as rising energy costs and environmental concerns fuel community frustration. IBD reports on how rising opposition threatens to squeeze the margins of Big Tech's biggest players. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Growth Stories, we take a look at the escalating rivalry between Novo Nordisk and Eli Lilly and how the Danish drugmaker lost its grip on the weight-loss drug market. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Growth Stories, we talk to Nano Nuclear Energy CEO James Walker to learn about the company's quest to bring portable nuclear power to market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street's most exclusive club consists of companies with market caps over a trillion dollars. And Netflix wants to add its name to that list. On this episode of Growth Stories, we take a look at the company's bold growth goals and explore whether the streaming titan is poised for a blockbuster performance or disappointing fizzle. Learn more about your ad choices. Visit megaphone.fm/adchoices

A new trade agreement with China is catapulting a group of organic heavy metals into the spotlight. On this episode of Growth Stories, we delve into the world of rare earths and explore how recent trade talks have brought this often-overlooked market into global focus. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Growth Stories, we take a look at the groundbreaking tests that could revolutionize cancer detection and what investors need to know about this evolving market. Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI revolution is rewriting the rules of cybersecurity and the financial stakes are massive. But this isn't just about market growth; it's a high-stakes arms race. As cybersecurity giants like Palo Alto Networks deploy AI defenses, cybercriminals are equally quick to weaponize advanced technology for increasingly sophisticated attacks. Wendi Whitmore, chief security intelligence officer at Palo Alto Networks, discusses cybersecurity themes for 2025 and what investors need to know. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Growth Stories, we're joined by Nvidia's vice president of omniverse and simulation technology Rev Lebaredian, to hear how the AI titan plans to ignite a new growth chapter by bringing AI into the physical world. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Growth Stories, we take a look at Palantir CEO Alex Karp's plans to redefine the military industrial complex and how defense companies are maneuvering to stay competitive in the age of artificial intelligence. Learn more about your ad choices. Visit megaphone.fm/adchoices

While demand for AI chips has driven Nvidia stock's astronomical climb over the last few years, earnings growth has been decelerating and more rivals are looking to gain market share by producing their own high-powered chips. That has left investors to wonder if Nvidia can keep the party going as the competition heats up. On this episode of Growth Stories, we dive into Nvidia's 2025 outlook and how CEO Jensen Huang plans to keep the chipmaker front and center of the AI revolution. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Growth Stories Spotlight, we talk to Sam Rubin, VP & global head operations of Unit 42 at Palo Alto Networks, to discuss AI's role in cybersecurity and key themes for the industry in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

America has led the world in designing and building the most advanced chips in the market. But that position is being challenged as big manufacturing hubs like Taiwan and Korea rise in prominence. And massive government spending efforts in China to bolster its chip industry also threaten to upend the U.S.’s competitive advantage in the sector. Policymakers have responded with subsidies to boost domestic chipmakers and bring some components of production back to U.S. soil. But industry leaders say it will be a long road. On this Growth Stories Spotlight, we speak to Chris Miller, economic historian and author of the book “Chip War: The Fight for the World’s Most Critical Technology,” to get his thoughts on the state of the industry and the race to reassert America’s dominance over the global semiconductor sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Over the last decade, cell therapies have attracted a lot of investor attention to biotechs. These groundbreaking treatments use a patient's own cells to create personalized medicine that not only improves wellness outcomes for people, but it has the ability to transform the health care and pharmaceutical industries. On this Growth Stories Spotlight, we talk to Vericel CEO Nick Colangelo to get his insights on the cell therapy market, his plans to expand MACI and burn care treatments and why he thinks Vericel has a unique position in the competitive landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tesla is looking for its next big win. And the company is focusing on self-driving cars as a key part of its long-term strategy. On this Growth Stories Spotlight, we take a look at Tesla's upcoming robotaxi event and why the company is centering its future around a technology it's had trouble executing — and how the investing community might react. Learn more about your ad choices. Visit megaphone.fm/adchoices

What market saw record sales growth last year and is considered a disappointment? That would be electric vehicles. Back in 2021, automakers went all in on battery-powered cars, committing billions of dollars to EV production. But just a few years later, that future is looking a bit hazy as a host of factors have seemingly put the brakes on the EV transition. And consumers who aren't ready to go all in on battery power are turning more and more to hybrid models. On this episode of Growth Stories, we take a look at the evolving electric vehicle market and what those changes signify for automakers—and investors—as they navigate the EV transition. Learn more about your ad choices. Visit megaphone.fm/adchoices

Since its market debut in 2017, Celsius has been 'bubbling' up explosive growth for investors. But the company's turbocharged performance has set a high bar — leaving investors and Wall Street to wonder if Celsius' fast pace of growth is sustainable. On this Growth Stories Spotlight, Celsius CEO John Fieldly talks about the energy drink market and the growth drivers pushing Celsius forward in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Growth Stories Spotlight, Informatica CEO Amit Walia gives us details on how the AI megatrend is boosting cloud computing growth and why being the Switzerland of data is helping the company stand out in the competitive data management landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices

Since its blockbuster return to the public market in September 2023, chip designer Arm has dazzled investors with its strong price history. And while the company is known for its mobile phone technology, CEO Rene Haas has signaled that Arm’s automotive segment is a key area of focus as the era of smart cars has upped the demand — and price — for the high-performing chips powering our vehicles. On this Growth Stories Spotlight, Arm’s head of automotive Dipti Vachani takes us on a deep dive into the chip designer’s strategy and why the company is focused on the auto segment as a pillar of future success. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's been a bumpy ride for Tesla stock over the last year as the EV automaker deals with increased competition and softening demand. As Elon Musk tries to navigate the company through choppy growth waves, will investors' patience with Tesla chart the same course? IBD news editor Ed Carson breaks down the bull and bear cases for Tesla stock. Learn more about your ad choices. Visit megaphone.fm/adchoices

Adobe was one of the hottest stocks in 2023 thanks to the artificial intelligence tidal wave. But that growth has slowed as the AI feeding frenzy begins to settle. Adobe saw a similar pullback last year before the introduction of Firefly propelled shares higher. And with new AI powered-tools taking center stage at this year’s Adobe Summit, investors will find out if Adobe stock will sing a similar tune — or fall out of rhythm with the market. On this Growth Stories Spotlight, we speak to Anil Chakravarthy, who heads the digital experience business at Adobe, to get an inside look at the company’s AI strategy and the road ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

Biotech stocks could be at a major turning point after FDA approval of the first gene editing drug using CRISPR technology to treat sickle cell disease. Government approval of these groundbreaking treatments could generate an unprecedented wave of medical innovation. But gene editing therapies aren't without risk, and questions remain about the safety and cost effectiveness of these experimental treatments. On this episode of Growth Stories, we dive into the science of gene editing treatments and how the boom in gene therapy drug approvals could transform the healthcare industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft became a dominant tech powerhouse when Windows PCs and Internet Explorer emerged as critical tools of the web revolution. Now the software giant is trying to regain its leadership role with generative artificial intelligence — and Wall Street is paying close attention. On this episode of Growth Stories, we look at Microsoft’s push into artificial intelligence — and how the tech titan plans to use that technology to fuel a new era of growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Growth Stories, IBD’s Ed Carson and Ilaria Mazzocco of the Center for Strategic and International Studies take a look at how BYD is challenging Tesla for the top spot in electric vehicle sales — and what the intensifying competition says about the broader China EV market. Learn more about your ad choices. Visit megaphone.fm/adchoices

On February 3, 2022, Meta Platforms (META) made history. The Facebook parent company's valuation took the biggest one-day hit on record for the market as privacy concerns and increased competition bashed Meta stock's bottom line. That earnings reaction led CEO Mark Zuckerberg to declare a 'Year of Efficiency' and enforce belt tightening measures to get the social media giant back on track. On this episode of Growth Stories, we take a look at Meta's 'Year of Efficiency' and if Zuckerberg's moves have paid off for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motor sports is having a bit of a moment. The popularity of Formula 1 has been turbocharged by Netflix’s “Drive to Survive” series, particularly here in the states. The racing series saw record attendance totals in 2022 and also set records for viewership in the U.S. last year. And it’s not just Formula One’s fan base that’s expanding. But more big-name companies are revving up investments in motor sports. “I think the reason why so many tech partners like to play in motorsports in Formula One is we're on the cutting edge of technology,” McLaren Racing CEO Zak Brown tells IBD. On this episode of Growth Stories, IBD’s Alexis Garcia takes a look at the pedal-to-the-metal rise of Formula One — and what the sport’s growth says about the future of the tech and auto industries. Learn more about your ad choices. Visit megaphone.fm/adchoices

The idea of Web3 has been around for years, but as blockchain-powered technologies like the metaverse become more mainstream, a number of mega cap tech companies have shifted their strategic focus and are allocating significant financial resources to develop Web3 capabilities. IBD reporters Brian Deagon and Alexis Garcia discuss what Web3 is and how it's driving investments in the technology sector on this episode of Growth Stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

As climate change becomes an increasing topic of discussion on Wall Street, airlines are grappling with how to clean up their act. To do this, the aviation industry is developing several options to tackle emissions, including the use of biofuels. So what are these new technologies and will they be effective in cutting down carbon emissions? IBD reporters Gillian Rich and Alexis Garcia explore the green movement in the airline industry on this episode of Growth Stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

2021 has no doubt been the year of the IPO. Roughly 1,000 initial public offerings are expected to hit the market by the end of the year. And there are no signs of slowing. While the flurry of IPO activity signals strength in the public markets, some analysts fear that sky-high valuations could be a sign of frothiness in the market. So is the surge of IPOs a bubble waiting to burst? And what fireworks can investors expect as more big names go public in the new year? IBD reporters Brian Deagon and Alexis Garcia explore the IPO boom on this episode of Growth Stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

A whiplash economic recovery from the pandemic has put a squeeze on the supply chain and has left retailers scrambling to restock shelves and consumers wondering if their holiday gifts will show up on time. But why are these supply-chain hiccups still happening 18 months after initial Covid lockdowns and what are companies doing to meet high demand? IBD reporter Bill Peters explains the ongoing supply-chain disruptions on this episode of Growth Stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Zuckerberg created buzz earlier this year when he announced that Facebook would transition from being a social media company to a metaverse company. But what is the metaverse? And why are major firms racing to build 3D worlds pulled straight from the pages of science fiction? IBD senior reporter Patrick Seitz explains why Facebook and a number of tech companies are eager to invest billions to plant their digital flag on this episode of Growth Stories. Learn more about your ad choices. Visit megaphone.fm/adchoices