chips

Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite AI stocks. (5:59)

Show Notes
Dividend Roundup
Earnings Calendar

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10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)

Show Notes
AMD unveils new chips to power AI PCs in race against Intel and Nvidia

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Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24)

Show Notes
Financials ranked first again in BofA’s small-cap quantitative sector rankings, Utilities last.
Meta under federal probe over role in illegal drug sales: WSJ

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The chipmaker is gaining $22B in value every trading day, on aveage. (0:15) Oral weight-loss drug sees positive trial results. (2:45) JPMorgan Chase tried to buy Discover. (3:27)

Show Notes
BofA's stocks to watch

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Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cramer ETF. (4:36) The Osborne Effect may be in play for Tesla. (5:14)

Show Notes
Seeking Alpha Earnings Calendar
Catalyst Watch
These are the top 10 ETFs with the most bullish sentiment - Barclays

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The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)

Show Notes
Empire State Manufacturing Survey drops to levels not seen since 2020
Goldman Sachs Q4 earnings beat, helped by asset and wealth management unit
Apple continues drop even as it surpassed Samsung as 2023's top phone maker

Episode transcripts seekingalpha.com/wsb
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OpenAI has announced a set of API updates including lower prices, a larger 16k context window, and something they're calling function calling. On today's episode, NLW explains why function calling in particular is such a big deal. Before that on the Brief, updates from Adobe and Meta as well as a new superchip and HuggingFace partnership for AMD.  The AI Breakdown helps you understand the most important news and discussions in AI.  Subscribe to The AI Breakdown newsletter: https://theaibreakdown.beehiiv.com/subscribe Subscribe to The AI Breakdown on YouTube: https://www.youtube.com/@TheAIBreakdown Join the community: bit.ly/aibreakdown Learn more: http://breakdown.network/

New Apple M2 products just dropped! Marques sits down with Andrew and David to discuss everything that was announced by Apple including the new M2 MacBook Pros, Mac Mini, and even a HomePod. After that, they talk about the typical 5-star review system and whether or not it is actually helpful to consumers. Finally, we wrap up by discussing the latest Boston Dynamics video before getting into trivia answers. A few new Apple products, some philosophical discussion, and a humanoid robot make for a classic episode of Waveform. Hope you enjoy it! Links: Hand Mirror app: https://bit.ly/Handmirror Apple AR glasses article: https://bit.ly/BloombergARglasses Atlas Boston Dynamics video: https://bit.ly/wvfrmbostondynamics Shop the merch: https://shop.mkbhd.com Shop products mentioned: MacBook Pro 14” 2023 at [https://geni.us/ixxVA](https://geni.us/ixxVA) MacBook Pro 16” 2023 at [https://geni.us/Q90j0](https://geni.us/Q90j0) Apple HomePod (2nd generation) at [https://geni.us/oGBZd](https://geni.us/oGBZd) Twitters: Waveform: https://twitter.com/wvfrm Marques: https://twitter.com/mkbhd Andrew: https://twitter.com/andymanganelli David: https://twitter.com/DurvidImel Adam: https://twitter.com/adamlukas17 Ellis: https://twitter.com/EllisRovin Instagram: https://www.instagram.com/wvfrmpodcast/ TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this episode, we welcome well-known Apple leaker and Bloomberg reporter Mark Gurman, who joins us remotely to dive deep behind the scenes of his life as the predominant Apple leaker in today's technology world. He shares the story of how he began his career, some of his favorite leaks of all time, and all the juicy leaks about the upcoming iPhone 12. We close out the episode with Mark joining us as we answer all the burning Twitter questions that you fine people submitted! Stay informed, stay healthy, and stay safe out there, folks! Links: https://twitter.com/wvfrm https://twitter.com/mkbhd https://twitter.com/andymanganelli https://twitter.com/markgurman https://www.instagram.com/wvfrmpodcast/ Mark's Bloomberg Articles: https://bloom.bg/2SnmZXT Older 9to5Mac Articles: https://bit.ly/2VR3FEv Learn more about your ad choices. Visit podcastchoices.com/adchoices