Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.

Now he wants to run OpenAI.

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.

The principles of investing are fairly simple to understand. Application requires some intensity.

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.

Two things can be true.

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?

Think you know how the trade wars will shake out? Don’t bet on it.

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.

There’s more to the legendary chipmaker than its tech stack.

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.

...as if it didn’t have enough already!

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?

Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity?

170 million TikTok users in the U.S. might be up for sale. What are they worth?

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.