The Conundrum of Investing in AI Today
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摘要
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our lessons of a lifetime investing and the stocks on our radar.
Travis Hoium, Lou Whiteman, and Emily Flippen discuss:
- Anthropic’s $65 billion raise
- Corporate America’s ROI on AI
- What do consumers want?
- Our favorite investing quotes and books
- Stocks on our radar
Companies discussed: FedEx (FDX), FedEx Freight (FDXF), Astronics (ATRO), Transmedics (TMDX), Alphabet (GOOG, GOOGL), Amazon (AMZN).
Host: Travis Hoium
Guests: Lou Whiteman, Emily Flippen
Engineer: Dan Boyd
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