The AI Investor Podcast – Détails, épisodes et analyse

In this episode, Eric and Austin dive into why Oracle walking away from a massive project in Abilene, Texas, could lead investors to one of the biggest AI trends of 2027 and beyond. 

Here are some key topics on today's episode:

6:30 - Recent earnings. Why NVIDIA (NVDA), Broadcom (AVG), and Marvell (MRVL) all delivered this earnings season 

13:50 - NVIDIA invests in Lumentum (LITE) and Coherent (COHR) and Applied Optoelectronics (AAOI) surges after earnings 

26:50 - Why Oracle (ORCL) walking away from Stargate Abilene shows power management chips could be AI's next big trend

34:30 - Previewing stocks that could benefit from NVIDIA's shift to 800V with Rubin: Navitas (NVTS), On Semiconductor (ON), WolfSpeed (WOLF), Aher Test Systems (AEHR), and STMicroelectronics (STM)

Eric unveils three new portfolio buys that include:

• ACM Research (ACMR) 
• Aehr Test Systems (AEHR) 
• On Semiconductor (ON) 

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Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. 

The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

24/7 Wall St. Analyst and AI Investor Podcast co-host Eric Bleeker is sharing huge news in this week's episode. Not only is he announcing five recommendations for investors in 2026, but is doubling his investment into his AI portfolio. It's time for Eric to share which stocks he is anticipating to be big benefactors from the 12 trends he's been sharing in previous episodes, and while some will be companies you've heard of, there may be a couple of surprises too.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

Submit your questions: questions@247wallst.com

Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

Eric Bleeker recently had the opportunity to speak with tech-stock investor Eric Jhonsa on a variety of topics including his position on stocks such as Tecogen, Monday.com and Gitlab.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

Submit your questions: questions@247wallst.com

Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

Austin and Eric are celebrating the show's one-year anniversary in this episode of The AI Investor Podcast. The duo not only takes a look back at the past year in artificial intelligence, but look ahead to a new stock option that has earned a spot in the portfolio.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

Submit your questions: questions@247wallst.com

This week, Eric Bleeker of The AI Investor Podcast caught up with 7investing CEO Simon Erickson to discuss a variety of topics including space investment opportunities, a technology that could give ASML Holding an advantage over the competition, and a stock option that has yet to be mentioned on the show in the past.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

Submit your questions: questions@247wallst.com

In the latest episode of The AI Investor Podcast, Austin and Eric cover a wide range of subjects including the latest updates for GPT-5, new stocks that could be worth a portfolio add, and how the world of artificial intelligence could contribute to changes in the world of video games.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

Submit your questions: questions@247wallst.com

In this special bonus episode of The AI Investor Podcast, Austin and Eric are answering viewer questions and share their personal introductions to the stock market.

In today's episode Eric and Austin discuss the phenomenal quarter from Meta and Microsoft, Amazon's disappointing numbers, earnings from Vertiv, ServiceNow, and Cloudflare. 

Eric issues the first ever sell in the AI Investor Portfolio, freeing up $50,000 of cash for the next great opportunity. 

The team discusses three promising areas to deploy that capital including Neoclouds, The Power Bottleneck, and Robotics. 

Follow the portfolio, including all current positions at: 247wallst.com/aiportfolio

In this episode of The AI Investor Podcast, Eric and Austin discuss a successful week in stocks, provide insight on when to avoid investments as it pertains to artificial intelligence and break down just how big Mark Zuckerberg is going with his new data centers.

In today's episode, Eric and Austin discuss the intense rebound in the S&P 500 and The AI Portfolio, as well as Mark Zuckerberg's big ticket shopping spree, soaring compute and revenue run rates, how AI may impact healthcare, and the two biggest opportunities Nvidia CEO Jensen Huang sees today.