All Episodes

ServiceNow Q2 2026 Strategic Updates: AI Monetization and Cybersecurity Drive Margin Expansion

Alphabet Q2 2026 Strategic Updates: AI Monetization Drives 82% Cloud Growth Amid CapEx Expansion

ASML Q2 2026: AI Accelerates Massive Growth and Capacity Expansion

TSMC Q2 2026: Riding the Unstoppable AI Megatrend

Google Cloud Next '26 keynote, Blueprint for the Agentic Enterprise

NVIDIA GTC 2026 Keynote: The Era of AI Factories, Agentic Systems, and the Vera Rubin Platform

The Terafab Project and the Path to a Galactic Civilization

NVIDIA at CES: Defining the Future of Agentic Systems and Physical AI

Winning Against the Macro: C.H. Robinson's Lean AI Strategy Delivers Exponential Results

Netflix Co-CEOs Defend Warner Bros. Deal, Vow Job Creation and Enhanced Content Growth.

Salesforce Launches Agent Force 360: Ushering in the Agentic Enterprise

Microsoft Ignite: AI Agents, Copilot, and the Ubiquitous Intelligence Revolution

AWS re:Invent 2025: $132 Billion AWS Unlocks AI Value with Nova Forge and Autonomous Frontier Agents

Costco Q1: Tech Adoption and Aggressive Expansion Drive Record Sales and Membership Growth

Oracle Q2 2026: Cloud Infrastructure Growth Explodes 66%, RPO Hits Record $523 Billion on AI Demand

Broadcom Rides AI Wave to Record $64 Billion Year, Secures Massive $73 Billion AI Backlog

HubSpot Q3 2025: Platform Consolidation and AI Innovation Drive Durable Growth Path

Datadog Q3 2025: AI Momentum and Non-AI Strength Drive Broad Acceleration and Record New Bookings.

Record EBITDA and Strategic Expansion Highlight Airbnb's Q3 Success, Fueled by AI and 'Real World' Focus

Robinhood's Q3 2025: Product Velocity Drives Record Revenue and Prediction Markets Surge Amid CFO Transition

Arm Delivers Record Q2 Revenue Fueled by Accelerating AI Compute Demand and Data Center Efficiency Leadership.

DoorDash Commits Major Investment to AI-Native Global Tech Platform, Accelerating Deliveroo Integration and Autonomous Delivery Initiatives

Uber Accelerates Growth in Q3 2025, Fueled by Record Trips, Cross-Platform Strategy, and Hybrid AV Future.

Palantir Delivers 'Best Ever' Results: Rule of 40 Soars to 114% Amid Exploding Demand for Enterprise AI Platform

AMD Surges to Record $9.2 Billion Q3 Revenue, Confident in Multi-Gigawatt AI Future with OpenAI and MI400/Helios.

AWS Roars Back with 20% Growth Amid Massive AI and Capacity Investment Push

Apple Caps Record Year, Q4 Revenue Hits $102.5B on Strong iPhone and Services, Projects Best-Ever Holiday Quarter.

Atlassian Kicks Off FY 2026 with Accelerated Cloud Growth and AI Momentum

Meta Q3 2025: Core Business Thrives on AI Innovation, Company Aggressively Frontloads Capacity for Superintelligence

Microsoft Q1 2026: AI Demand Drives $49 Billion Cloud Revenue and Record Commercial Bookings Blowout

Alphabet Achieves First $100 Billion Quarter Driven by AI Expansion and Record Cloud Momentum

PayPal Accelerates Profitable Growth, Initiates Dividend, and Secures Key AI Commerce Partnerships

Adobe Ignites AI-Driven Creativity and Productivity, Reaffirms Growth Targets at Max 2025 Investor Meeting

The Super Bowl of AI: NVIDIA Declares the Age of AI Has Begun, Powered by Accelerated Computing and Made-in-America AI Factories

Intel Posts Solid Q3, Secures $20 Billion Funding, Accelerates AI Strategy and Foundry Rollout Amid Tight Supply

Tesla Touts Real-World AI Lead, Unveils Plans for Production Surge, AI5 Chip, and Optimus Robot Army

Lam Research Sets Records in Q1, Positions for Strong 2026 WFE Growth Fueled by AI and NAND Upgrades

Netflix Q3 2025 earnings

Texas Instruments Q3 2025 Earnings

Intuitive Surgical Q3 2025 Earnings

Salesforce Investor Day: The Agentic Enterprise Opportunity

Oracle's accelerating growth, technological differentiation, and unprecedented financial outlook

TSMC Third Quarter 2025 Earnings

ASML Holding NV Q3 2025 Earnings

AMD OpenAI Strategic AI Partnership Call

Micron Technology Q4 2025 Earnings

Accenture's AI Tightrope Walk Inside FY25_Results

Powell on September 2025 Rate Cut and Economic Risks

Intel-NVIDIA AI Infrastructure Partnership

Adobe's AI-Driven Q3 2025 Performance and Future Growth

Oracle's Q1 2026 Earnings: The AI Transformation

Alphabet's Google Cloud: AI-Driven Growth and Market Differentiation

Synopsys Q3 2025: IP Headwinds and Ansys Integration

NVIDIA Q2 2026 Earnings: AI Revolution and Future Growth

Alibaba Q1 2026 Earnings: AI, Cloud, and Consumption Transformation

Snowflake Q2 2026 Earnings: AI Drives Growth

Palo Alto Networks: Q4 2025 Earnings, Cybersecurity in AI

Datadog_Q2_2025__AI-Driven_Growth,_Integrated_Security,_and_a_Deep_Dive_into_Cloud_Observability

Toast Q2 2025

Block Q2 2025

DoorDash Q2 2025 Earnings

Airbnb Q2 2025 Earnings

Uber Q2 2025 Earnings

AMD Q2 2025 Earnings

Arista Networks Q2 2025

Xometry Q2 2025 Earnings

MercadoLibre Q2 2025 Earnings

Palantir Technologies_ Q2 2025 Earnings

Powell's Press Conference_ Monetary Policy and Economic Outlook

Robinhood Markets Q2 2025 Earnings

QUALCOMM Q3 2025 Earnings

KLA Corp Q4 2025 Earnings

Apple's Q3 2025: Record Revenue, AI, and Global Growth

Amazon's Q2 2025 Earnings: AI, AWS, and Growth

Palo Alto Networks Acquires CyberArk_ Identity Security's New Era

Arm Holdings_ Q1 2026 Earnings

Meta Q2 2025 Earnings_ AI and Superintelligence Vision

Microsoft Q4 2025 Earnings_ AI and Cloud Leadership

Starbucks Q3 2025 Earnings: Back to Starbucks Turnaround

UnitedHealth Group: Q2 2025 Earnings

PayPal: Q2 2025 Earnings

Cadence Design Systems: Q2 2025 Earnings

Mobileye Q2 2025 Earnings_ ADAS & Robotaxi Future

IBM Q2 2025 Earnings

ServiceNow Q2 2025 Earnings_ AI-Powered Growth

Tesla Q2 2025: Autonomy, AI, and Future Vision

Alphabet Q2 2025 Earnings

Intuitive Surgical Q2 2025 Earnings

Texas Instruments: Q2 2025 Earnings

NXP Semiconductors Q2 2025 Earnings

Netflix Q2 2025 Earnings

TSMC: Q2 2025 Earnings

ASML Q2 2025 Earnings

NVIDIA COMPUTEX Conference: AI and the Future of Computing

NVIDIA Q1 2026 Earnings

Microsoft Build Keynote: Agentic Web and AI Innovation

Snowflake Q1 FY 2026 Earnings

Palo Alto Networks Q3 2025 Earnings

Google I_O Keynote 2025

MercadoLibre Q1 2025 Earnings