Share Sounds. from Motley Fool Show related to Technology

OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. Jim Gillies and Mary Long discuss OpenAI’s $157 billion valuation, the port strike’s potentially positive impact on two auto parts makers, and changing tastes in the beverage market. Then, 16 minutes in, Asit Shama and Ricky Mulvey test out a new rating system on Costco stock. Companies discussed: ALV, GTX, STZ, COST, BJ, WMT. Host - Mary Long; Guests - Jim Gillies, Asit Sharma, Ricky Mulvey

One query on ChatGPT takes 10x the amount of electricity as a Google search. Ricky Mulvey and Asit Sharma discuss how big tech is dealing with the electricity demands of AI systems, companies that could benefit from more energy usage, and if Under Armour can turn around. Then, 18 minutes in, Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch. Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV. Host - Ricky Mulvey; Guests - Asit Sharma, Brendan Hughes

Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use. Jason Moser and Bill Mann discuss why Disney and Nelson Peltz were both winners in the company’s board fight, Alphabet’s rumored interest in marketing software provider Hubspot, and Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business. Then, 19 minutes in, Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI. Finally, 34 minutes in, Jason and Bill break down two stocks on their radar: Cognex and WD40. Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX. Host - Dylan Lewis; Guests - Jason Moser, Bill Mann, Ethan Mollick