While demand for AI chips has driven Nvidia stock's astronomical climb over the last few years, earnings growth has been decelerating and more rivals are looking to gain market share by producing their own high-powered chips. That has left investors to wonder if Nvidia can keep the party going as the competition heats up. On this episode of Growth Stories, we dive into Nvidia's 2025 outlook and how CEO Jensen Huang plans to keep the chipmaker front and center of the AI revolution. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this Growth Stories Spotlight, we talk to Sam Rubin, VP & global head operations of Unit 42 at Palo Alto Networks, to discuss AI's role in cybersecurity and key themes for the industry in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
America has led the world in designing and building the most advanced chips in the market. But that position is being challenged as big manufacturing hubs like Taiwan and Korea rise in prominence. And massive government spending efforts in China to bolster its chip industry also threaten to upend the U.S.’s competitive advantage in the sector. Policymakers have responded with subsidies to boost domestic chipmakers and bring some components of production back to U.S. soil. But industry leaders say it will be a long road. On this Growth Stories Spotlight, we speak to Chris Miller, economic historian and author of the book “Chip War: The Fight for the World’s Most Critical Technology,” to get his thoughts on the state of the industry and the race to reassert America’s dominance over the global semiconductor sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
Over the last decade, cell therapies have attracted a lot of investor attention to biotechs. These groundbreaking treatments use a patient's own cells to create personalized medicine that not only improves wellness outcomes for people, but it has the ability to transform the health care and pharmaceutical industries. On this Growth Stories Spotlight, we talk to Vericel CEO Nick Colangelo to get his insights on the cell therapy market, his plans to expand MACI and burn care treatments and why he thinks Vericel has a unique position in the competitive landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla is looking for its next big win. And the company is focusing on self-driving cars as a key part of its long-term strategy. On this Growth Stories Spotlight, we take a look at Tesla's upcoming robotaxi event and why the company is centering its future around a technology it's had trouble executing — and how the investing community might react. Learn more about your ad choices. Visit megaphone.fm/adchoices
What market saw record sales growth last year and is considered a disappointment? That would be electric vehicles. Back in 2021, automakers went all in on battery-powered cars, committing billions of dollars to EV production. But just a few years later, that future is looking a bit hazy as a host of factors have seemingly put the brakes on the EV transition. And consumers who aren't ready to go all in on battery power are turning more and more to hybrid models. On this episode of Growth Stories, we take a look at the evolving electric vehicle market and what those changes signify for automakers—and investors—as they navigate the EV transition. Learn more about your ad choices. Visit megaphone.fm/adchoices
Since its market debut in 2017, Celsius has been 'bubbling' up explosive growth for investors. But the company's turbocharged performance has set a high bar — leaving investors and Wall Street to wonder if Celsius' fast pace of growth is sustainable. On this Growth Stories Spotlight, Celsius CEO John Fieldly talks about the energy drink market and the growth drivers pushing Celsius forward in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this Growth Stories Spotlight, Informatica CEO Amit Walia gives us details on how the AI megatrend is boosting cloud computing growth and why being the Switzerland of data is helping the company stand out in the competitive data management landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices
Since its blockbuster return to the public market in September 2023, chip designer Arm has dazzled investors with its strong price history. And while the company is known for its mobile phone technology, CEO Rene Haas has signaled that Arm’s automotive segment is a key area of focus as the era of smart cars has upped the demand — and price — for the high-performing chips powering our vehicles. On this Growth Stories Spotlight, Arm’s head of automotive Dipti Vachani takes us on a deep dive into the chip designer’s strategy and why the company is focused on the auto segment as a pillar of future success. Learn more about your ad choices. Visit megaphone.fm/adchoices
It's been a bumpy ride for Tesla stock over the last year as the EV automaker deals with increased competition and softening demand. As Elon Musk tries to navigate the company through choppy growth waves, will investors' patience with Tesla chart the same course? IBD news editor Ed Carson breaks down the bull and bear cases for Tesla stock. Learn more about your ad choices. Visit megaphone.fm/adchoices
Adobe was one of the hottest stocks in 2023 thanks to the artificial intelligence tidal wave. But that growth has slowed as the AI feeding frenzy begins to settle. Adobe saw a similar pullback last year before the introduction of Firefly propelled shares higher. And with new AI powered-tools taking center stage at this year’s Adobe Summit, investors will find out if Adobe stock will sing a similar tune — or fall out of rhythm with the market. On this Growth Stories Spotlight, we speak to Anil Chakravarthy, who heads the digital experience business at Adobe, to get an inside look at the company’s AI strategy and the road ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Biotech stocks could be at a major turning point after FDA approval of the first gene editing drug using CRISPR technology to treat sickle cell disease. Government approval of these groundbreaking treatments could generate an unprecedented wave of medical innovation. But gene editing therapies aren't without risk, and questions remain about the safety and cost effectiveness of these experimental treatments. On this episode of Growth Stories, we dive into the science of gene editing treatments and how the boom in gene therapy drug approvals could transform the healthcare industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Microsoft became a dominant tech powerhouse when Windows PCs and Internet Explorer emerged as critical tools of the web revolution. Now the software giant is trying to regain its leadership role with generative artificial intelligence — and Wall Street is paying close attention. On this episode of Growth Stories, we look at Microsoft’s push into artificial intelligence — and how the tech titan plans to use that technology to fuel a new era of growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Growth Stories, IBD’s Ed Carson and Ilaria Mazzocco of the Center for Strategic and International Studies take a look at how BYD is challenging Tesla for the top spot in electric vehicle sales — and what the intensifying competition says about the broader China EV market. Learn more about your ad choices. Visit megaphone.fm/adchoices
On February 3, 2022, Meta Platforms (META) made history. The Facebook parent company's valuation took the biggest one-day hit on record for the market as privacy concerns and increased competition bashed Meta stock's bottom line. That earnings reaction led CEO Mark Zuckerberg to declare a 'Year of Efficiency' and enforce belt tightening measures to get the social media giant back on track. On this episode of Growth Stories, we take a look at Meta's 'Year of Efficiency' and if Zuckerberg's moves have paid off for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Motor sports is having a bit of a moment. The popularity of Formula 1 has been turbocharged by Netflix’s “Drive to Survive” series, particularly here in the states. The racing series saw record attendance totals in 2022 and also set records for viewership in the U.S. last year. And it’s not just Formula One’s fan base that’s expanding. But more big-name companies are revving up investments in motor sports. “I think the reason why so many tech partners like to play in motorsports in Formula One is we're on the cutting edge of technology,” McLaren Racing CEO Zak Brown tells IBD. On this episode of Growth Stories, IBD’s Alexis Garcia takes a look at the pedal-to-the-metal rise of Formula One — and what the sport’s growth says about the future of the tech and auto industries. Learn more about your ad choices. Visit megaphone.fm/adchoices
The idea of Web3 has been around for years, but as blockchain-powered technologies like the metaverse become more mainstream, a number of mega cap tech companies have shifted their strategic focus and are allocating significant financial resources to develop Web3 capabilities. IBD reporters Brian Deagon and Alexis Garcia discuss what Web3 is and how it's driving investments in the technology sector on this episode of Growth Stories. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark Zuckerberg created buzz earlier this year when he announced that Facebook would transition from being a social media company to a metaverse company. But what is the metaverse? And why are major firms racing to build 3D worlds pulled straight from the pages of science fiction? IBD senior reporter Patrick Seitz explains why Facebook and a number of tech companies are eager to invest billions to plant their digital flag on this episode of Growth Stories. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Growth Stories, we take a look at the escalating rivalry between Novo Nordisk and Eli Lilly and how the Danish drugmaker lost its grip on the weight-loss drug market. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Growth Stories, we talk to Nano Nuclear Energy CEO James Walker to learn about the company's quest to bring portable nuclear power to market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bob
Does anyone else think these pharma giants should be provisioning for future legal implications from possible undisclosed side effects of these 'miracle' drug products? Or are they protected wealthy party insiders insulated by the fascistic 2008 legislatively deemed healthcare industry hijacking?
Bob
Well done, your efforts in preparedness shown in your presentation. Thanks