The AI Investor Podcast

Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

The AI Investor Podcast

Show Notes

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio! 0:00 Intro 1:45 Market update 5:43 Latest with Leopold Aschenbrenner 7:20 Finding opportunities 10:00 Alphabet Captures 2026 AI Capex Alpha 10:40 OpenAI...

More from The AI Investor Podcast

Oct 22, 2026

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...

Oct 15, 2026

Special Discount For Our Listeners: If you enjoy this episode with Doomberg, we recommend becoming a member. The team at Doomberg has set aside a discounted rate exclusively for 24/7 Wall St. readers — it isn't available on their main page. You can access the special promo here: https://247wallst.com/go/doomberg Natural gas at the Waha hub in West Texas has traded below zero this year, and Doomberg says gas that cheap is what the AI buildout will run on. Austin Smith of 24/7 Wall St's AI I...

Oct 9, 2026

Is robotics and automation the next massive trillion-dollar AI investment boom? In this episode of The AI Investor Podcast, Eric Bleeker breaks down why physical AI and advanced robotics have taken longer to commercialize than many early predictors expected, but why the sector is one rich with investment opportunities now more than ever. Eric provides a potential game plan to ensure you don't miss out on this investment opportunity, and includes several stocks he believes are worth adding to...

Oct 1, 2026

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...

Sep 24, 2026

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...

See all episodes →