Deep Thoughts on DeepSeek with Dee Bosa

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck. They discuss the hype surrounding mega-cap tech earnings and the evolving AI landscape. Key topics include the impact of AI on tech giants like Nvidia, Microsoft, Google, and Amazon, particularly their capital expenditures and return on investment. They delve into the implications of DeepSeek's innovations, open source models, and the competitive AI field. The conversation also touches on the dynamics of the Microsoft-OpenAI relationship, the potential of AGI, and the market reactions to tech earnings. Additionally, they explore the future of ride-hailing companies like Uber and Lyft amid the rise of autonomous vehicles. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Om Podcasten

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.  We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else. For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media