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Tom O'Malley
Barclays research analyst covering semiconductors and AI infrastructure, discussed NVIDIA, AI compute demand and related valuation dynamics on the show.
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Sep 25, 2025
• 46min
Intel Approaches Apple About Investment
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Joanne Feeney, a portfolio manager at Advisors Capital Management, shares insights on Intel's innovations and investor sentiment amid government backing. Tom O'Malley from Barclays highlights the booming AI compute demand and NVIDIA's strategic positioning. Former New York governor Andrew Cuomo discusses his approach in the mayoral race and critiques his opponents. Alexa von Tobel, founder of Inspired Capital, explores the emerging world of quantum computing and physical AI, and how these innovations reshape early-stage investments.
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