About this episode

The episode discusses the competition in the chip industry among Big Tech companies and the implications of reduced funding for mRNA vaccine development by the Trump administration.

It’s Big Tech week on Wall Street. Quarterly results from Alphabet, Meta, Microsoft, and Amazon all beat expectations. And shocker: They’re all still spending a lot on AI. One of the biggest expenses is chips. That’s made Nvidia the most valuable company in the world. Now, other Big Tech companies want to get in on that action. Then, the Trump administration has wound down funding for mRNA vaccine development. We’ll explore the impacts.

Topics covered

• Big Tech
• AI spending
• chip industry
• Nvidia
• mRNA vaccine funding
• Wall Street

Keywords

• Nvidia
• Big Tech
• AI
• chips
• mRNA vaccine
• funding
• Wall Street
• quarterly results

Mentioned in this episode

Organizations: Nvidia, Alphabet, Meta, Microsoft, Amazon, Trump administration

Products: mRNA vaccine

Explore listener stats, chart rankings, contacts and more on the Marketplace Morning Report podcast page.