Chip Stocks and the A.I. Explosion

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

Why Calvin Klein maker PVH got the worst of an apparel stock drop. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack talks with Barron’s senior writer Al Root about the slowdown in EV growth and the takeoff in hybrids. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listener questions answered, with some Grambling on about March Madness and why coin flips aren’t 50/50. Learn more about your ad choices. Visit megaphone.fm/adchoices

Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck. Learn more about your ad choices. Visit megaphone.fm/adchoices