For AMD, it's going to be about speed. This is where NVIDIA excels because it also offers acceleration library sports GPUs. So that is the product to watch for this segment. Ultimately, big players, small players, medium-sized enterprises are going to get beyond the excitement phase. And they're going to start asking very compelling questions.
China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?
(00:21) Asit Sharma and Dylan Lewis discuss:
- Starbucks’ slowing growth in the U.S. and torrid growth in China. - Why investors need to be patient with Pinterest. - How AI and lagging PC sales trends are affecting AMD.
(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else..
Companies discussed: SBUX, PINS, AMD, SAABY
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy Engineers: Dan Boyd
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