Chit Chat Stocks

Author: Chit Chat Stocks

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
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Language: en

Genres: Business, Investing

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Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity
Friday, 17 April, 2026

We officially announce our transition to building an AI Neo Cloud.(00:00) Introduction(03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon(06:10) Taiwan Semiconductor and ASML Earnings(12:07) Hermes(18:20) Coupang's AI Investments(24:49) PayPal's Market Position (30:58) Stock-Based Compensation and Its Impact on Software Companies(37:40) Netflix Earnings and Strategic Shifts(43:14) Consulting Industry Insights and Trends(49:13) Amazon's Satellite Acquisition and Market Implications(55:45) OpenAI Losing Market Share*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.