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The Circuit

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

58 min • 4 augusti 2025

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, investment in AI, and the implications of CapEx spending. They delve into the concept of whether we are in a bubble, the challenges of monetizing AI, and the competitive landscape among tech giants like Google, Meta, and Amazon. The conversation also touches on the potential disruption from Apple in the search market, the role of Nvidia in AI, and the future of companies like Qualcomm and Arm in a rapidly evolving tech environment.

Senaste avsnitt

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!

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EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

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EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

4 augusti | 58 min

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

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En liten tjänst av I'm With Friends. Finns även på engelska.

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