Results for "investing"
50 results
Episodes
Intelligence ReportDavid George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth
Invest Like the Best with Patrick O'Shaughnessy· Dec 2, 2025
David George of Andreessen Horowitz discusses growth investing strategies, focusing on AI's transformative potential and the importance of market leadership, while sharing insights on evaluating tech companies and founde…
openaiinvesting
StandardSummaries onlyJay Hoag - Keys to Successful Growth Investing
Invest Like the Best with Patrick O'Shaughnessy· Jun 17, 2025
My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over t…
aibusinessinvestingtechnology
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Arm Holdings 4/24/26
Squawk on the Street· Apr 24, 2026
Cramer says this chipmaker giant’s products will see strong demand for many years. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Honeywell 4/23/26
Squawk on the Street· Apr 23, 2026
Cramer explains why he is optimistic about this industrial giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headline…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Capital One 4/22/26
Squawk on the Street· Apr 22, 2026
Cramer suggests holding on to this financial stock despite an earnings miss. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s bigge…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Arm Holdings 4/21/26
Squawk on the Street· Apr 21, 2026
Cramer says the Club’s newest holding could benefit from a strong relationship with Nvidia. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Starbucks 4/20/26
Squawk on the Street· Apr 20, 2026
The Club is trimming this food and beverage chain after strong YTD performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s bi…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Home Depot 4/17/26
Squawk on the Street· Apr 17, 2026
Cramer says this home improvement retailer could pop if oil prices fall further. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s b…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Broadcom 4/15/26
Squawk on the Street· Apr 15, 2026
Cramer explains why the Club is taking profits in this chip stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlin…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Amazon 4/14/26
Squawk on the Street· Apr 14, 2026
Cramer says the Club would love to trim its holding in this tech giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest he…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Corning 4/13/26
Squawk on the Street· Apr 13, 2026
Cramer is reluctant to sell this materials company as it could keep rising. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s bigges…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Broadcom 4/10/26
Squawk on the Street· Apr 10, 2026
Cramer says the Club will take profits in this chip giant after a good run. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s bigges…
investing
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Johnson & Johnson 4/9/26
Squawk on the Street· Apr 9, 2026
Cramer explains why the Club made a portfolio swap with these two pharma giants. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s b…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Chevron 4/8/26
Squawk on the Street· Apr 8, 2026
Cramer tells the Club this energy stock is the one to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, anal…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Broadcom 4/7/26
Squawk on the Street· Apr 7, 2026
: Cramer tells investors the last thing they want to do is sell this semiconductor giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the m…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Capital One 4/6/26
Squawk on the Street· Apr 6, 2026
Cramer says this big bank could see ‘dramatic moves’ after recent corporate changes. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Chevron 4/2/26
Squawk on the Street· Apr 2, 2026
Cramer says his instinct is to buy this energy stock after a recent selloff. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s bigge…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Nike 4/1/26
Squawk on the Street· Apr 1, 2026
Cramer says the Club will have to sell this apparel stock if another quarter disappoints. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the m…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Home Depot 3/31/26
Squawk on the Street· Mar 31, 2026
Cramer tells investors to buy these homebuilder stocks if inflation subsides. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s bigg…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Cisco 3/30/26
Squawk on the Street· Mar 30, 2026
The Club says it has taken profits in this legacy tech giant after rising costs. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s b…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Chevron 3/26/26
Squawk on the Street· Mar 26, 2026
Cramer says this undervalued stock is a leading indicator for oil futures. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest…
businessinvestingnews
StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/24/26
Squawk on the Street· Mar 24, 2026
Cramer says he’s tempted to buy this software giant despite its weak performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s …
businessinvestingnews
StandardSummaries only20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Miles Clements· Mar 9, 2026
Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more. AGENDA: 03:38 Where is True Alpha and Value in a World of AI 05:10…
aiinvesting
StandardSummaries only20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 2, 2026
Understanding these dynamics is crucial for businesses and investors to navigate the evolving landscape of technology, finance, and regulation, ensuring they remain competitive and compliant while maximizing opportunitie…
openaianthropicagentsinvesting
StandardSummaries only20VC: Anthropic's Monster $6BN Revenue February | OpenAI Kills Sora and Hits $100M on Ads Business | Oura Going Public & Whoop Raises $500M at $10BN Valuation | Manus Founders Trapped in China Post Meta Acquisition
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 2, 2026
AGENDA: 00:00 — Anthropic's Monster Month: $6BN in February Revenue 04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters 11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal? 14:30 — OpenAI Hits $100M in Ads: Wh…
openaianthropicagentsinvesting
StandardSummaries onlyAlex Behring and Daniel Schwartz - Inside 3G Capital
Invest Like the Best with Patrick O'Shaughnessy· Feb 10, 2026
My guests today are Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital. 3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of truly great business…
investing
StandardSummaries only20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Feb 9, 2026
Anish Acharya is a General Partner at Andreessen Horowitz (a16z), where he leads consumer and fintech investing at Series A. He serves on the boards of standout portfolio companies including Deel, Mosaic, Clutch, Titan, …
anthropicaibusinessinvesting
StandardSummaries onlyPatrick O’Shaughnessy - Creating on Principle
Invest Like the Best with Patrick O'Shaughnessy· Jan 20, 2026
This week is a special episode. Only David Senra could get me to be on the other side of the mic. Because I don’t plan on being interviewed often, I wanted to share this conversation, which I so enjoyed, with our audienc…
investing
StandardSummaries onlyTiger Global launches new investment fund 12/8/25
TechCheck· Dec 8, 2025
One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI boom is transforming the Venture Capital and Megacap investing landscap…
aibusinessinvestingmanagement
StandardSummaries onlySam Hinkie - Find Your People
Invest Like the Best with Patrick O'Shaughnessy· Sep 9, 2025
Today, we are replaying one of my favorite conversations with Sam Hinkie. Sam worked for more than a decade in the NBA with the Houston Rockets and then as the President and GM of the Philadelphia 76ers. And now, after y…
businessinvestingtechnology
StandardSummaries onlyAndrew Milgram - Full-Contact Capitalism
Invest Like the Best with Patrick O'Shaughnessy· Aug 5, 2025
My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discuss his unique approa…
businessinvestingtechnology
StandardSummaries onlyCaryn Seidman-Becker: Rebuilding CLEAR
Invest Like the Best with Patrick O'Shaughnessy· Jul 8, 2025
My guest today is Caryn Seidman-Becker. Caryn is the Chairman and CEO of Clear. She bought the company out of bankruptcy for $6 million in 2010 and built it into the identity platform millions use in airports and stadium…
businessinvestingtechnology
StandardSummaries only20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 14, 2026
Understanding the complexities and bottlenecks in the AI ecosystem is crucial for businesses and investors to strategically allocate resources and drive innovation in a rapidly evolving technological landscape.
anthropicmistralinvesting
StandardSummaries only20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 28, 2026
Gili Raanan is the Founder of Cyberstarts, one of the best performing venture funds of the last decade. He is famed for being the seed investor in Wiz, Islands and Cyera, leading to multiple 10x+ funds. He has the only r…
aiinvesting
StandardSummaries onlyDan Sundheim - The Art of Public and Private Market Investing
Invest Like the Best with Patrick O'Shaughnessy· Feb 24, 2026
My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across bot…
openaianthropicinvesting
StandardSummaries onlyGokul Rajaram - Lessons from Investing in 700 Companies
Invest Like the Best with Patrick O'Shaughnessy· Jan 29, 2026
My guest today is Gokul Rajaram, Founding Partner at Marathon Management. Gokul is one of the most prolific product builders and investors of the last twenty years. He has built the core ad and product businesses at Go…
investing
StandardSummaries onlyPassive Income Expert: Buying A House Makes You Poorer Than Renting! Crypto Isn't A Smart Investment
The Diary Of A CEO with Steven Bartlett· Passive Income Expert· Jan 12, 2026
Serial investor JL COLLINS reveals why renting is smarter than buying, the biggest lies about investing, how tax and debt destroy wealth, and how small savings will TRANSFORM your life! JL Collins is a financial educator…
businesseducationsocietyculture
StandardSummaries only20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jan 11, 2026
Luke Harries is Head of Growth at ElevenLabs, where he leads marketing, product, engineering, and developer experience. ElevenLabs has raised $281M with the latest round pricing the company at a $6.6B valuation. Previous…
businessinvestingnews
StandardSummaries onlyHow to get rich with stocks (without math, charts or models)
My First Million· Dec 22, 2025
*Get Shaan's 4 money rules that took him from broke to $25M by 30:* https://clickhubspot.com/wrg Episode 777: Shaan Puri ( https://x.com/ShaanVP ) talks to Chris Camillo ( https://x.com/ChrisCamillo ) about how he turn…
business
StandardSummaries onlyHenry Ellenbogen - Man Versus Machine
Invest Like the Best with Patrick O'Shaughnessy· Dec 16, 2025
My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of the best-performing …
investing
StandardSummaries onlyCharlie Songhurst – Lessons from Investing in 483 Companies
Invest Like the Best with Patrick O'Shaughnessy· Jun 27, 2025
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Charlie Songhurst is a brilliant strategist, accomplis…
businessinvestingtechnology
StandardSummaries onlyIntel Soars on Blowout Q1 4/24/26
TechCheck· Apr 24, 2026
CNBC’s Kristina Partsinevelos reports the latest news regarding Intel’s Q1 earnings, as the AI boom fuels the chipmaker’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c…
aiinvestingmanagement
StandardSummaries onlySOTS 2nd Hour: Powell DOJ Probe Gets Dropped & Tech's Tear Higher 4/24/26
Squawk on the Street· Apr 24, 2026
Breaking news this hour: The Department of Justice is dropping its criminal probe of Fed Chair Powell. Hear David Faber, Sara Eisen, and Michael Santoli break the story - along with more on what it means for Fed Chair No…
investing
StandardSummaries onlyGreen Chips: Intel Soars After Posting Blowout Quarter 4/24/26
Squawk on the Street· Green Chips· Apr 24, 2026
David Faber and Jim Cramer discussed what to make of Intel shares soaring and leading a big semiconductor sector rally on Wall Street. The chipmaker posted blowout quarterly results and issued upbeat guidance, driven by …
ai-regulationinvesting
StandardSummaries onlyMicrosoft Eyed Buying Cursor, Sources Say 4/23/26
TechCheck· Apr 23, 2026
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s deal with Cursor, including reports from sources that Microsoft was also looking to buy the AI coding startup. Hosted by Simplecast, an AdsWizz company. See…
aiinvestingmanagement
StandardSummaries onlySOTS 2nd Hour: Tesla in Reverse, More Software Slumps, & Raymond James CEO LIVE 4/23/26
Squawk on the Street· Apr 23, 2026
This hour: David Faber, Sara Eisen, and Michael Santoli kicked off the hour with the latest takeaways from earnings before diving into the market outlook with Piper Sandler's Chief Investment Strategist. Plus: how to tra…
investing
StandardSummaries onlyTech Earnings: Tesla Falls, ServiceNow Tumbles, IBM Slides 4/23/26
Squawk on the Street· Tech Earnings· Apr 23, 2026
David Faber and Jim Cramer covered all of the bases on tech earnings: Tesla shares under pressure on comments from Elon Musk about capex plans and full self-driving, after the company posted mixed Q1 results. ServiceNow …
aiinvesting
StandardSummaries only20VC: Cursor Acquired for $60BN by xAI | Anthropic Hits $1TRN in Secondary Markets | Did Anthropic Just Kill Figma, Adobe and Canva | Rippling Hits $1BN in ARR | Salesforce Goes Headless: Smart or Stupid | Cerebras IPO 2.0
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 23, 2026
AGENDA: 04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX. 07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk actually make perfect sense. 11:00 — 🏆 Who Won the Deal? …
anthropicinvesting
StandardSummaries onlySpaceX’s AI Strategy Ahead of IPO 4/22/26
TechCheck· Apr 22, 2026
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s new deal to buy AI coding startup Cursor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pers…
aiinvestingmanagement