The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. Jason Moser and Asit Sharma discuss the shockwaves of a cheaper, more efficient option in AI compute, why big tech leaders like Microsoft and Meta are sticking to their buildout plans, and Apple’s continued struggles to find growth with the iPhone and its China business. Then, 19 minutes in, the earning rundown continues: Tesla finishes a flat year, but has big futurey plans for 2025 and 2026, Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks”, and Visa and Mastercard show the consumer is still doing quite alright. Finally, 34 minutes in, Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW. Host - Dylan Lewis; Guests - Jason Moser, Asit Sharma

Guests: Jason Moser,Asit Sharma

Published: Sat 1 February 2025