At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.

(00:44 ) Jason Moser and Asit Sharma discuss:

- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.

- Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.

- Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.

(19:03 ) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.

AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep

(32:30 ) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.

Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip

Engineers: Rick Engdahl

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