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Insurance shares tumbled after the White House announced new Medicare rates. Plus: Pinterest stock falls after announcing layoffs due to AI. Katherine Sullivan hosts.
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An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor.
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In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss:
- Nvidia’s $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints
- How restaurant tech is pushing the limits on throughput
- A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security
Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR
Host: Emily Flippen, Jason Hall, Asit Sharma
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
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Plus: The Trump administration warns South Korea against targeting U.S. tech companies amid rising trade tensions. And Amazon will shut down Amazon Go and Amazon Fresh stores. Julie Chang hosts.
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Ashley St. Clair, a conservative influencer who had a child with Elon Musk, sued Musk’s artificial intelligence company xAI, alleging that its chatbot Grok generated and shared nonconsensual, sexually explicit images of her. St. Clair’s lawsuit is emblematic of the thorny legal issues that surround new AI tools and deepfakes. It also confronts the question: Who is responsible for the content that users prompt chatbots to create? Jessica Mendoza spoke with St. Clair’s lawyer, Carrie Goldberg, about the lawsuit.
Further Listening:
- Why Elon Musk’s AI Chatbot Went Rogue
- How Elon Musk Pulled X Back From the Brink
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The deployment of dangerous, untrained, and violent federal agents on the streets of Minneapolis met its match in a massive, organized, nonviolent resistance that truly showed what democracy looks like. And though the ostensible immigration enforcement operation is not over, the administration thought the tough guys would easily prevail. But Gov. Walz says the real strength was with the ordinary and decent Minnesotans who stood their ground to continue protesting and documenting the agents’ behavior. Plus, was it the neocons or the white nationalists that most shaped Tucker’s views? And how much does JD owe his career to Tucker?
The New Yorker's Jason Zengerle and Gov. Tim Walz join Tim Miller.
show notes:
by William E. Stafford
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Plus: Despite taking a hit on electric vehicles, General Motors is beating Wall Street expectations. And Yale will go tuition-free for more middle-class families. Anthony Bansie hosts.
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The president's decision to try and get himself out of the Minneapolis mess offers us a chance to assess just how much trouble he's in, and who's responsible for the trouble—is it his advisers, is it the media-Democratic complex, or is it Trump alone? Give a listen.
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