A.I. Power Shortage. Plus, Oil & Gas Stock Picks

Also, a top Vanguard strategist discusses the run-up in growth stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, telecom is going bananas for fiber broadband. UBS analyst John Hodulik discusses what it means for cable.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Weather, inflation, and lawsuits have sent pricing haywire. A pair of Wall Street analysts discuss what it means for the stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will smarter search make or break Alphabet? A top internet analyst weighs in.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Data will strain the electricity grid, says BofA. And Jack talks with a top energy analyst. Learn more about your ad choices. Visit megaphone.fm/adchoices

William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, Tesla earnings, European stock picks, and jellied eels. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage. Learn more about your ad choices. Visit megaphone.fm/adchoices