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/

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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.

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

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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.

Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future.

0:00 Intro

3:30 Huge expectations with SpaceX

15:25 CoreWeave remains hot

16:00 Misconceptions about Microsoft

18:05 Updates on Amazon and Google

32:31 Bloom Energy is booming

39:39 Memory vs. Optics Battle

45:45 Nvidia news

57:34 Intel

1:00:50 Latest on Lumentum

1:05:07 More good news for Marvell?

1:09:41 Robotics

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If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com

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Submit your questions: questions@247wallst.com

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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.

August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting warmed up as the summer continues. This week, Eric Bleeker and Austin Smith are looking at several stocks, including Amazon, AMD, and Palantir, while exploring a potential buy in Ultra Clean Holdings Inc. Eric will also share four stocks that could benefit should Donald Trump's ban on China datacenter components be passed.

0:00 Intro

2:08 Market recap

4:35 Narratives surrounding hyperscalers changing this month

8:57 Trump admin reportedly banning China datacenter components

17:37 Leopold Aschenbrenner

20:37 Palantir, AMD and SpaceX

32:48 What we can learn from Marvell

38:24 SpaceX helping Nvidia trend in right direction

43:09 Shopify earnings

46:55 Ultra Clean Holdings Inc. a stock to watch

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Promo Code: 247WALLST200

If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com

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Submit your questions: questions@247wallst.com

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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.

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio!

0:00 Intro

1:45 Market update

5:43 Latest with Leopold Aschenbrenner

7:20 Finding opportunities

10:00 Alphabet Captures 2026 AI Capex Alpha

10:40 OpenAI user numbers continue to increase

13:10 Nvidia struggles

19:00 Data center spending

22:46 Microsoft and Meta

32:47 Portfolio earnings (Lam Research, Intel and more)

40:30 Corning and Bloom Energy

55:15 Portfolio adds

1:01:10 Celestica news

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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/

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Submit your questions: questions@247wallst.com

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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.

As market volatility continues to create concerns for investors, the hosts of The AI Investor Podcast is here to navigate you through rocky waters just like Odysseus himself. In this week's episode, Eric Bleeker and Austin Smith are investigating what could be the next big AI bottleneck, discussing the latest with Alphabet and sharing a software stock that could be ready to surge.

0:00 Intro

1:59 The good, the bad and the ugly of selloffs

4:16 Alphabet earnings

5:03 Kimi K3 arrives

12:30 Concerns for Nvidia?

15:18 Recognizing the next AI bottleneck

21:10 AMD and Anthropic teamup

24:45 STMicroelectronics

25:55 FTAI Aviation

28:00 ServiceNow earnings

Natural Gas Memo: https://colossus.com/wp-content/uploads/2026/07/letter-III-got-gas.pdf

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

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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.

Market volatility is leading to investing concerns among some, but The AI Investor Podcast is encouraging its viewers to embrace the chaos. Now could be the time to invest in companies that previously appeared to be out of reach. But at the same time, be sure to not let what could be a diamond in the rough pass you by. Eric Bleeker and Austin Smith are back this week to make recommendations in both regards, as well as share updates on Aehr Test Systems, IBM, Meta and more.

0:00 Intro

4:27 Recent AI winners now struggling

8:30 Growth of agentic AI

11:30 Latest with hyperscalers

15:50 Buy low options

22:00 Interest rate concerns

23:30 Warren Buffet comments

27:20 Concerns with optics

29:22 Delays with Nvidia

34:56 Meta

40:37 Software play

42:30 Aehr Test Systems

47:00 IBM hit hard

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

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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.