At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. Jason Moser and Asit Sharma discuss the S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it, Stargate, the new $500Bn planned joint venture between OpenAI, Softbank, and some of the biggest names in tech, and fantastic earnings reports from Netflix, GE Aerospace, and Twilio. Then, 19 minutes in, Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders: AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep. Finally, 32 minutes in, Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN. Host - Dylan Lewis; Guests - Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip
Guests: Asit Sharma,Jason Moser,Tim Beyers,Frances Schweip