The AI Investor Podcast

24/7 Wall St.
  • 5.0 (80)
  • Investing
  • Updated Biweekly

Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

  1. 2d ago

    AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement

    With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance.  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View Looks Like →  https://247wallst.com/go/yahoo-alphaspace With several new announcements coming out of Wednesday's Meta Connect keynote given by CEO Mark Zuckerberg, several investors are wondering what stocks might make for solid AI plays in the weeks ahead. The AI Investor Podcast is here to help! In this episode, co-hosts Eric Bleeker and Austin Smith warn against certain pitfalls many will make following updates on Meta's new personal AI agent, Muse. The two will also share stocks worth exploring, and how this week's developments will impact companies like Intel, Cloudflare and the AI landscape as a whole. 0:00 Intro 1:20 Market updates 2:15 Impact of interest rates on Oracle and others 3:42 Anthropic news 6:04 Meta launches Muse 17:40 Cloudflare not looking to slow down 30:17 How AI revenue will pay for its costs moving forward 34:27 Robotics 43:30 The future of The AI Investor Podcast Camera focus demo: https://sael.net/plane-of-focus/ Does AI revenue pay for its costs?: https://www.investmentbrief.ai/p/ai-investment-brief-a-sample Subscribe on YouTube: https://www.youtube.com/@247wallst. If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

  2. Sep 17

    The AI Industry’s Biggest Fear Is Becoming Real: What You Need To Know

    With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance.  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View Looks Like →  https://247wallst.com/go/yahoo-alphaspace Is AI going to go full Skynet? That is the topic that Eric Bleeker and Austin Smith are discussing on this week's episode of The AI Investor Podcast. The duo not only break down the seismic shifts we've seen developing this last week as some sound the alarm on AI, but also explore what all these developments could mean for your portfolio. Knowing how to navigate the intersection of tech innovation, geopolitical risk, and macroeconomic headwinds can be just as important as knowing which stocks to add to your portfolio, so make sure to give this week's episode a listen. 0:00 Intro 2:29 Tracking our AI Portfolio with AlphaSpace 4:40 Fact vs. Fiction about the AI apocalypse 8:25 Anthropic CEO weighs in 22:33 How AI approaches problems vs. how humans approach problems 24:25 OpenAI report  36:20 What happens next? 42:02 The impact for investors 50:06 Interest rate battle continues Subscribe on YouTube: https://www.youtube.com/@247wallst. If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

  3. Sep 11

    Your Guide To 2027's Best AI Stocks Has Arrived!

    Finding the real AI winners in a flooded market can be extremely time consuming and difficult. Fortunately, Eric Bleeker the co-host of The AI Investor Podcast has you covered. During a recent presentation in Dublin, Eric not only decoded the AI boom and what to expect in the coming years, but provided insight on where investors can find some stocks that are set to soar in 2027 and beyond. Whether you are looking at hardware suppliers, cloud hyperscalers, or the software companies leveraging AI for massive operating leverage, Eric is here to cut through the confusion and help you identify where the smart money is moving. And if he didn't cover a question you're looking to have answered or discuss a stock you want to know more about, be sure to let us know in the comments. Subscribe on YouTube: https://www.youtube.com/@247wallst. If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

    Your Guide To 2027's Best AI Stocks Has Arrived!

  4. Sep 3

    A Tale Of 3 Stocks - Credo, Broadcom and Snowflake

    In the latest episode of The AI Investor Podcast, co-host Eric Bleeker placed several stocks, including Credo, Broadcom and Snowflake under his microscope to examine each a little more closely. He also shared recent news regarding Amazon, discussed what is next for Anthropic, and shared the top three stocks he believes investors would be most satisfied owning for the next ten years. All that as well as a recap of his trip to Dublin for Investicon. 0:00 Intro 3:40 Recent earnings and what they tell us 5:30 Anthropic ready to launch IPO 9:00 Meta with opportunity to change narrative 11:28 Credo, Broadcom and Snowflake earnings 23:20 3 Stocks to hold for next ten years 37:05 Palantir bounces back 40:23 ServiceNow as a software play Subscribe on YouTube: https://www.youtube.com/@247wallst. If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

    A Tale Of 3 Stocks - Credo, Broadcom and Snowflake

  5. Aug 27

    New Chip From OpenAI, The Marvell Home Run Nobody Noticed and Stocks That Could Benefit From CXL

    Marvell has been in the news lately thanks to its recent partnership with Alphabet, but as Eric Bleeker notes in this episode of The AI Investor Podcast, there's an older deal that was reached by the semiconductor company that should be just as newsworthy. Nvidia recently announced earnings as did Semtech. Eric will break down those announcements, discuss his position on Nokia and speak with 24/7 Wall St. contributor Jorge Aragon about his recommendations. 0:00 Intro 1:50 Nvidia announces earnings 4:42 A new chip from OpenAI  9:20 Semtech breaking records 14:23 Interview with Jorge Aragon 17:50 Breaking down the memory bottleneck  19:34 Nvidia price hikes and CXL 25:16 Stocks that could benefit from CXL 32:00 Nokia making a comeback? 38:42 Cisco 41:00 Three recommendation Subscribe on YouTube: https://www.youtube.com/@247wallst. Read more from Jorge: https://247wallst.com/author/jorge-aravill/ If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

    New Chip From OpenAI, The Marvell Home Run Nobody Noticed and Stocks That Could Benefit From CXL

  6. Aug 20

    Moderna's Record-Breaking Day, Marvell’s $120B Google Deal, Sandisk News and Q & A

    AI volatility is back, but underneath the market noise, a massive new growth cycle is emerging thanks to major AI developments in healthcare. We'll be breaking that down in this episode of The AI Investor Podcast along with topics such as Marvell’s landmark Google contract, why token consumption is accelerating faster than expected and what that means for Nvidia, as well as specific supply chain stocks flashing major signals right now. We'll also be diving into our mailbox to answer some of the questions you have been asking. 0:00 Intro 2:54 Latest from Nvidia 9:20 Impact of rising interest rates 14:50 AI developments in healthcare 24:56 Marvell and Google news 37:03 Memory rebounds for investors 40:45 Mailbag Subscribe on YouTube: https://www.youtube.com/@247wallst. https://www.investicon.ie/ Promo Code: 247WALLST200 If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

    Moderna's Record-Breaking Day, Marvell’s $120B Google Deal, Sandisk News and Q & A

  7. Aug 12

    A New Portfolio Add In Our Most Important Episode Of The Year

    Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future. 0:00 Intro 3:30 Huge expectations with SpaceX 15:25 CoreWeave remains hot 16:00 Misconceptions about Microsoft 18:05 Updates on Amazon and Google 32:31 Bloom Energy is booming 39:39 Memory vs. Optics Battle 45:45 Nvidia news 57:34 Intel 1:00:50 Latest on Lumentum 1:05:07 More good news for Marvell? 1:09:41 Robotics https://www.investicon.ie/ Promo Code: 247WALLST200 If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Subscribe on YouTube: https://www.youtube.com/@247wallst. Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

    A New Portfolio Add In Our Most Important Episode Of The Year

  8. Aug 6

    Should Ban Pass, These 4 Stocks Will Benefit

    August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting warmed up as the summer continues. This week, Eric Bleeker and Austin Smith are looking at several stocks, including Amazon, AMD, and Palantir, while exploring a potential buy in Ultra Clean Holdings Inc. Eric will also share four stocks that could benefit should Donald Trump's ban on China datacenter components be passed. 0:00 Intro 2:08 Market recap 4:35 Narratives surrounding hyperscalers changing this month 8:57 Trump admin reportedly banning China datacenter components 17:37 Leopold Aschenbrenner 20:37 Palantir, AMD and SpaceX 32:48 What we can learn from Marvell 38:24 SpaceX helping Nvidia trend in right direction 43:09 Shopify earnings 46:55 Ultra Clean Holdings Inc. a stock to watch https://www.investicon.ie/ Promo Code: 247WALLST200 If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com  To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Subscribe on YouTube: https://www.youtube.com/@247wallst. Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.  The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

    Should Ban Pass, These 4 Stocks Will Benefit
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5
out of 5
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About

Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

Information

  • Creator
    24/7 Wall St.
  • Years Active
    2024 - 2026
  • Episodes
    66
  • Rating
    Clean
  • Copyright
    © 2026 24/7 Wall St.
  • Show Website
    The AI Investor Podcast

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