The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Gemini’s comeback, and give top executives candy or coal in their stockings.
Travis Hoium, Lou Whiteman, and Asit Sharma discuss:
- OpenAI’s reported $100 billion capital raise
- Gemini’s performance and cost advantage
- Which executives get candy and who gets coal?
- Stocks on our radar
Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL), Coreweave (CRWV), Chipotle (CMG), Starbucks (SBUX), Apple (AAPL), Berkshire Hathaway (BRK-A, BRK-B).
Host: Travis Hoium
Guests: Lou Whiteman, Asit Sharma
Engineer: Dan Boyd
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