Mentioned On
Episode Mentions
Mad Money w/ Jim Cramer · May 5, 2026
Mad Money w/ Jim Cramer 5/5/26
“Industrial automation leader; CEO Blake Moret discussed 30% e-commerce growth and doubled data center business”
AI Infrastructure Investment and Data Center EconomicsSemiconductor Supply Chain and Chip ManufacturingPower Generation and Utility Demand from Data Centers
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FactSet Evening Market Recap · May 5, 2026
Evening Market Recap - Tuesday, 05-May
“Notable post-earnings standout with strong performance”
AI Compute and Capital Expenditure DemandSemiconductor Industry PerformanceU.S.-Iran Ceasefire and Geopolitical Risk
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Halftime Report · May 5, 2026
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
“Up 11% on strong earnings; benefits from robotics/automation theme; 320 bps margin expansion; industrial play on AI buildout”
S&P 500 Year-End Valuation TargetsAI CapEx Spending and Hyperscaler InvestmentMemory Chip Shortage and Semiconductor Valuations
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TBPN · Mar 21, 2026
Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
“$40B factory automation company positioned as potential control point for AI deployment”
AI Manufacturing InvestmentSemiconductor Export ControlsPrivate Equity Manufacturing Rollups
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Waveform: The MKBHD Podcast · Nov 14, 2025
This Could Be the Best Smartphone But…
“Referenced for 3D knitting technology development used in Apple's iPhone Pocket”
Apple iPhone Pocket fashion collaboration pricing and market targetingOnePlus 15 camera downgrade vs. Oppo Find X9 Pro comparisonDisplay resolution naming standards and consumer confusion
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