Brody Ford, a Bloomberg reporter, dives into Supermicro's financial woes amid pressing AI infrastructure demands. Mel Lagomasino, CEO of We Family Offices, discusses Alphabet's hefty AI investments. Gerard DiPipio sheds light on China's tech advancements impacting the US. Manip Singh reviews big tech earnings and cloud market share dynamics. Steve Huffman, Reddit’s CEO, talks about the platform's financial growth through AI. Together, they explore the competitive landscape between BYD and Tesla in the EV market, highlighting shifting dynamics in technology and investment.

Topics discussed include Kohl’s earnings, challenges at Boeing affecting the US airline market, outlook for ESG ETFs in 2024, Oracle earnings, and a story on betting on natural disasters for profit.

Topics include Adobe's stock drop, Boeing's performance, consumer sentiment, market strategy, Fed rates, election impact on stocks, McDonald's outage, and restaurant industry challenges.