Growth Stories With IBD

On this episode of Growth Stories, we're joined by Nvidia's vice president of omniverse and simulation technology Rev Lebaredian, to hear how the AI titan plans to ignite a new growth chapter by bringing AI into the physical world.

While demand for AI chips has driven Nvidia stock's astronomical climb over the last few years, earnings growth has been decelerating and more rivals are looking to gain market share by producing their own high-powered chips. That has left investors to wonder if Nvidia can keep the party going as the competition heats up. On this episode of Growth Stories, we dive into Nvidia's 2025 outlook and how CEO Jensen Huang plans to keep the chipmaker front and center of the AI revolution.

America has led the world in designing and building the most advanced chips in the market. But that position is being challenged as big manufacturing hubs like Taiwan and Korea rise in prominence. And massive government spending efforts in China to bolster its chip industry also threaten to upend the U.S.’s competitive advantage in the sector. Policymakers have responded with subsidies to boost domestic chipmakers and bring some components of production back to U.S. soil. But industry leaders say it will be a long road. On this Growth Stories Spotlight, we speak to Chris Miller, economic historian and author of the book “Chip War: The Fight for the World’s Most Critical Technology,” to get his thoughts on the state of the industry and the race to reassert America’s dominance over the global semiconductor sector.

Tesla is looking for its next big win. And the company is focusing on self-driving cars as a key part of its long-term strategy. On this Growth Stories Spotlight, we take a look at Tesla's upcoming robotaxi event and why the company is centering its future around a technology it's had trouble executing — and how the investing community might react.

Since its market debut in 2017, Celsius has been 'bubbling' up explosive growth for investors. But the company's turbocharged performance has set a high bar — leaving investors and Wall Street to wonder if Celsius' fast pace of growth is sustainable. On this Growth Stories Spotlight, Celsius CEO John Fieldly talks about the energy drink market and the growth drivers pushing Celsius forward in the year ahead.

Since its blockbuster return to the public market in September 2023, chip designer Arm has dazzled investors with its strong price history. And while the company is known for its mobile phone technology, CEO Rene Haas has signaled that Arm’s automotive segment is a key area of focus as the era of smart cars has upped the demand — and price — for the high-performing chips powering our vehicles. On this Growth Stories Spotlight, Arm’s head of automotive Dipti Vachani takes us on a deep dive into the chip designer’s strategy and why the company is focused on the auto segment as a pillar of future success.