DeepSeek Disrupts, Big Tech Responds
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
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Show Notes
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
(00:44) Jason Moser and Asit Sharma discuss:
- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.
- Apple’s continued struggles to find growth with the iPhone and its China business.
(19:03) The earnings rundown continues!
- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.
- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”
- Visa and Mastercard show the consumer is still doing quite alright.
(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.
Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma
Engineers: Rick Engdahl
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