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DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.
(00:43) Ron Gross and Jason Moser discuss:
- What the Jobs report and the tariff headfake mean for the big macro.
- Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.
- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.
(19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.
(33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.
Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Rick Engdahl
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Some of our biggest achievements happen in the first years of our lives. Taking our first steps, picking up a complex language from scratch, and forming relationships with some of the most important people we’ll ever meet. But when we try to remember this period of great change, we often draw a blank.
After losing his Dad aged four, CrowdScience listener Colin has grappled with this. Why can’t he recall memories of such a monumental figure in his life, yet superficial relationships from his teens remain crystal clear in his mind? Colin takes presenter Marnie Chesterton to visit some of the significant locations of his childhood, places he would have spent many hours with his late father; and he recounts his earliest memories.
On this trip down memory lane, Marnie discovers the psychological reason behind our lack of early childhood memories comes down to a phenomenon known as infantile amnesia. Tomás Ryan, neuroscientist at Trinity College Dublin, discusses some of the theories behind this universal experience, and Sarah Power from the Max Planck Institute for Human Development discusses her groundbreaking study exploring this form of forgetting in real time. Elaine Reese from the University of Otago digs into how our environment and culture can influence the age of our earliest memories, and why some of the first things we remember might not be the big, huge events you’d expect. And we hear about fascinating new insights from animal studies that hint these memories could still be lurking inside our heads...
Presenter: Marnie Chesterton Producer: Julia Ravey Content Editor: Cathy Edwards Production Co-ordinators: Ishmael Soriano & Josie Hardy Technical producer: Emma Harth
(Photo: Marnie Chesterton and CrowdScience listener, Colin, on the swings in Belfast.)
What's the longest amount of time you've spent away from social media? For many of us, the answer is "not long." Across the planet, billions of people are caught in an endless cycle of posting, reposting, commenting, liking, and reacting to a constant stream of ephemera -- a never-ending barrage of news, updates, hot takes, memes and viral videos inundating our brains with one shiny thing after another. Most people consider these pursuits harmless... but, as Ben, Matt and Noel discover in tonight's episode, a growing number of experts are concerned that this continual short-form theatre may have serious consequences for the human brain. Tune in to learn more about how the age of social media may be affecting your brain in dangerous, often-unacknowledged, and lasting ways.
See omnystudio.com/listener for privacy information.
array(3) { [0]=> string(150) "https://www.omnycontent.com/d/programs/e73c998e-6e60-432f-8610-ae210140c5b1/2e824128-fbd5-4c9e-9a57-ae2f0056b0c4/image.jpg?t=1749831085&size=Large" [1]=> string(10) "image/jpeg" [2]=> int(0) }Host Christine Lee breaks down the latest news as the crypto industry rebukes U.S. regulators’ debanking efforts.
Coinbase rebukes U.S. regulators’ debanking efforts in “Chokepoint 2.0” hearings in Washington D.C., a pair of U.S. lawmakers release a stablecoin discussion draft bill and digital asset reserve legislation advances in Utah. Plus, Van Eck predicts Solana’s SOL will hit $520 by the end of the year. CoinDesk’s Christine Lee anchors “CoinDesk Daily.”
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From our sponsor:
In Chinese, belief means trust. For 10 years, Consensus has united those who believe in building a new internet where everyone has value. Join us at Consensus Hong Kong February 18 - 20, 2025 where belief becomes real. Connect with global leaders, innovators, and investors shaping the future of Web3, and experience the power of collaboration at the industry's most influential event. Register now: https://go.coindesk.com/3BeigBq
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This episode was hosted by Christine Lee. “CoinDesk Daily” is produced by Christine Lee and edited by Victor Chen.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mark Halperin joins the podcast today to provide an overview on what he believes is an unprecedented and overwhelming beginning to Trump 2—and why Trump's opposition continually misunderstands his appeal and his own political savvy. Give a listen.
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) New data showing ChatGPT's impressive growth since mid-2024 2) Was ChatGPT voice mode responsible? 3) How important ChatGPT's growth is for OpenAI 4) How seriously DeepSeek challenged ChatGPT's traffic numbers 5) Does brand matter or are bots interchangeable? 6) OpenAI does the Reddit AMA 7) Experimenting with OpenAI's Deep Research 8) Why AI reasoning methods contain so much promise 9) New Gemini releases 10) Weird Gemini naming conventions 11) Big Technology in New York Times' Klarna story 12) Are the AI Super Bowl ads a good idea?
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President Donald Trump is not using tariffs for their historical purpose, which is to protect and promote domestic industry. Instead, Trump, as Victor Davis Hanson argues, is using tariffs to hold countries, like Panama, Colombia, Venezuela, and China, accountable.
And it’s working.
On this edition of “Victor Davis Hanson: In His Own Words,” Hanson dispels the Left’s hysteria over President Trump’s tariff policies:
“So, if you take Venezuela and Colombia, he's saying that ‘you people deliberately emptied your jails and you sent them to the United States—sent them being felons—violent felons. And you're not going to do that anymore’
And they said, ‘we're not taking them back’. He said, ‘you're going to take them back, or I'm going to put a tariff’. So, it was a lever of diplomacy, and it worked. They backed down completely.”
For Victor’s latest thoughts, go to: https://victorhanson.com/
Don’t miss out on Victor’s latest videos by subscribing to The Daily Signal today. You’ll be notified every time a new piece of content drops: https://www.youtube.com/channel/UCHqkXbgqrDrDVInBMSoGQgQ
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