Mentioned On
Episode Mentions
Schwab Market Update Audio · May 6, 2026
Jobs Data, Disney Awaited After New Record Highs
“AI chipmaker reporting strong results with 57% data center revenue growth, competing directly with NVIDIA”
Investing Experts · May 5, 2026
Know when to hold 'em and when to fold 'em
“Downgraded from strong buy to hold; D valuation grade and B- EPS revisions indicate weakening analyst consensus versus Credo”
Stock Market Today With IBD · May 5, 2026
AI Continues To Lead Rally; Sandisk, Lam Research, America Movil In Focus
“AMD up 7% after-hours on earnings beat and raised guidance; benefits from CPU/GPU demand alongside Intel weakness”
WSJ Tech News Briefing · Apr 24, 2026
TNB Tech Minute: Intel Stock On Track to Break Dot-Com Era Record
“One of several chip companies Meta has announced deals with this year for AI infrastructure”
All-In with Chamath, Jason, Sacks & Friedberg · Mar 11, 2026
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
“Mentioned as example of company that started as IPO in the 1980s”
Marketplace Morning Report · Feb 25, 2026
The ripple effects of AI splurging
“Recipient of Meta's $100 billion AI chip purchase deal, major beneficiary of corporate AI spending”
Marketplace All-in-One · Feb 25, 2026
The ripple effects of AI splurging
“Recipient of Meta's $100 billion AI chip purchase deal, major beneficiary of corporate AI spending”
The Toast · Dec 12, 2025
The Story Of Us: Friday, December 12th, 2025
“Lisa Su recognized as AI Architect by TIME Magazine for semiconductor technology”