In the latest episode of The AI Investor Podcast, co-host Eric Bleeker placed several stocks, including Credo, Broadcom and Snowflake under his microscope to examine each a little more closely. He also shared recent news regarding Amazon, discussed what is next for Anthropic, and shared the top three stocks he believes investors would be most satisfied owning for the next ten years. All that as well as a recap of his trip to Dublin for Investicon.

0:00 Intro

3:40 Recent earnings and what they tell us

5:30 Anthropic ready to launch IPO

9:00 Meta with opportunity to change narrative

11:28 Credo, Broadcom and Snowflake earnings

23:20 3 Stocks to hold for next ten years

37:05 Palantir bounces back

40:23 ServiceNow as a software play

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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.

Marvell has been in the news lately thanks to its recent partnership with Alphabet, but as Eric Bleeker notes in this episode of The AI Investor Podcast, there's an older deal that was reached by the semiconductor company that should be just as newsworthy. Nvidia recently announced earnings as did Semtech. Eric will break down those announcements, discuss his position on Nokia and speak with 24/7 Wall St. contributor Jorge Aragon about his recommendations.

0:00 Intro
1:50 Nvidia announces earnings
4:42 A new chip from OpenAI
9:20 Semtech breaking records
14:23 Interview with Jorge Aragon
17:50 Breaking down the memory bottleneck
19:34 Nvidia price hikes and CXL
25:16 Stocks that could benefit from CXL
32:00 Nokia making a comeback?
38:42 Cisco
41:00 Three recommendation

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Read more from Jorge: https://247wallst.com/author/jorge-aravill/

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.

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.