The AI Investor Podcast
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.
Intel Implodes as AI Stocks See their Worst Sell-Off of 2026. Is it Time to Panic or An Opportunity?
AI Stocks just saw their worst sell-off of the year on Friday, October 30th. At one point, the SOXX semiconductor index was off 10%. A broad basket of AI stocks is now below its late July lows as investors flee stocks in the AI trade.Â
In the first of a two-part episode, Eric Bleeker and Austin Smith dive into whether or not it's time to panic, or the market is overreacting to recent events in the AI space.Â
The episode begins with a review of recent earnings, including Intel ($INTC), Alphabet ($GOOG), and Amazon ($AMZN), and th...
Robotics Is The Next Great AI Trade For Investors (Ft. Seneca CEO Stuart Landesberg)
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →
 https://247wallst.com/go/yahoo-alphaspace
Welcome back to The AI I...
Doomberg: The AI Energy Boom Is Just Beginning. The Winning Stocks Could Surprise Everyone
Special Discount For Our Listeners:
If you enjoy this episode with Doomberg, we recommend becoming a member. The team at Doomberg has set aside a discounted rate exclusively for 24/7 Wall St. readers — it isn't available on their main page. You can access the special promo here:
https://247wallst.com/go/doomberg
Natural gas at the Waha hub in West Texas has traded below zero this year, and Doomberg says gas that cheap is what the AI buildout will run on.
Austin Smith of 24/7 Wall St's AI Investor Podcast sits down with the anonymous en...
5 Best Robotics Stocks to Buy for 2027 - Plus a 10X Moonshot
Is robotics and automation the next massive trillion-dollar AI investment boom? In this episode of The AI Investor Podcast, Eric Bleeker breaks down why physical AI and advanced robotics have taken longer to commercialize than many early predictors expected, but why the sector is one rich with investment opportunities now more than ever.
Eric provides a potential game plan to ensure you don't miss out on this investment opportunity, and includes several stocks he believes are worth adding to your portfolio such as Regal Rexnord (RRX) and STMicroelectronics (STM). The AI Investor Podcast co-host also reveals a...
Google Strikes Back With Argon, Where Memory Stocks Go Next, And Viewer Q & A
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →
 https://247wallst.com/go/yahoo-alphaspace
This week on The AI I...
AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →
 https://247wallst.com/go/yahoo-alphaspace
With several new announcements comi...
The AI Industry’s Biggest Fear Is Becoming Real: What You Need To Know
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →
 https://247wallst.com/go/yahoo-alphaspace
Is AI going to go f...
Your Guide To 2027's Best AI Stocks Has Arrived!
Finding the real AI winners in a flooded market can be extremely time consuming and difficult. Fortunately, Eric Bleeker the co-host of The AI Investor Podcast has you covered. During a recent presentation in Dublin, Eric not only decoded the AI boom and what to expect in the coming years, but provided insight on where investors can find some stocks that are set to soar in 2027 and beyond.
Whether you are looking at hardware suppliers, cloud hyperscalers, or the software companies leveraging AI for massive operating leverage, Eric is here to cut through the confusion and help...
A Tale Of 3 Stocks - Credo, Broadcom and Snowflake
In the latest episode of The AI Investor Podcast, co-host Eric Bleeker placed several stocks, including Credo, Broadcom and Snowflake under his microscope to examine each a little more closely. He also shared recent news regarding Amazon, discussed what is next for Anthropic, and shared the top three stocks he believes investors would be most satisfied owning for the next ten years. All that as well as a recap of his trip to Dublin for Investicon.
0:00 Intro
3:40 Recent earnings and what they tell us
5:30 Anthropic ready to launch IPO
9:00 Meta with...
New Chip From OpenAI, The Marvell Home Run Nobody Noticed and Stocks That Could Benefit From CXL
Marvell has been in the news lately thanks to its recent partnership with Alphabet, but as Eric Bleeker notes in this episode of The AI Investor Podcast, there's an older deal that was reached by the semiconductor company that should be just as newsworthy. Nvidia recently announced earnings as did Semtech. Eric will break down those announcements, discuss his position on Nokia and speak with 24/7 Wall St. contributor Jorge Aragon about his recommendations.
0:00 Intro
1:50 Nvidia announces earnings
4:42 A new chip from OpenAIÂ
9:20 Semtech breaking records
14:23 Interview with Jorge Aragon
17:50 Breaking down the m...
Moderna's Record-Breaking Day, Marvell’s $120B Google Deal, Sandisk News and Q & A
AI volatility is back, but underneath the market noise, a massive new growth cycle is emerging thanks to major AI developments in healthcare. We'll be breaking that down in this episode of The AI Investor Podcast along with topics such as Marvell’s landmark Google contract, why token consumption is accelerating faster than expected and what that means for Nvidia, as well as specific supply chain stocks flashing major signals right now. We'll also be diving into our mailbox to answer some of the questions you have been asking.
0:00 Intro
2:54 Latest from Nvidia
9:20 Impact of ri...
A New Portfolio Add In Our Most Important Episode Of The Year
Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future.
0:00 Intro
3:30 Huge expectations with SpaceX
15:25 CoreWeave remains hot
16:00 Misconceptions about Microsoft
18:05 Updates on Amazon and Google
32:31 Bloom Energy is...
Should Ban Pass, These 4 Stocks Will Benefit
August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting warmed up as the summer continues. This week, Eric Bleeker and Austin Smith are looking at several stocks, including Amazon, AMD, and Palantir, while exploring a potential buy in Ultra Clean Holdings Inc. Eric will also share four stocks that could benefit should Donald Trump's ban on China datacenter components be passed.
0:00 Intro
2:08 Market recap
4:35 Narratives surrounding hyperscalers...
Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio
It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio!
0:00 Intro
1:45 Market update
5:43 Latest with Leopold Aschenbrenner
7:20 Finding opportunities
10:00 Alphabet Captures 2026 AI Capex Alpha
10:40 OpenAI user numbers continue to increase
13:10 Nvidia struggles<...
Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge
As market volatility continues to create concerns for investors, the hosts of The AI Investor Podcast is here to navigate you through rocky waters just like Odysseus himself. In this week's episode, Eric Bleeker and Austin Smith are investigating what could be the next big AI bottleneck, discussing the latest with Alphabet and sharing a software stock that could be ready to surge.
0:00 Intro
1:59 The good, the bad and the ugly of selloffs
4:16 Alphabet earnings
5:03 Kimi K3 arrives
12:30 Concerns for Nvidia?
15:18 Recognizing the next AI bottleneck
<...Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By!
Market volatility is leading to investing concerns among some, but The AI Investor Podcast is encouraging its viewers to embrace the chaos. Now could be the time to invest in companies that previously appeared to be out of reach. But at the same time, be sure to not let what could be a diamond in the rough pass you by. Eric Bleeker and Austin Smith are back this week to make recommendations in both regards, as well as share updates on Aehr Test Systems, IBM, Meta and more.
0:00 Intro
4:27 Recent AI winners now struggling
AI Investment Trends You Can't Miss And A New Portfolio Add!
At the beginning of the year, Eric Bleeker provided 12 trends in AI that investors would want to keep an eye on in 2026. Halfway through the year, Eric is discussing how many of his predictions have panned out, and naming a few new stocks you will want to watch closely. All that and a new add to the portfolio in a jam-packed episode you don't want to miss out on!
0:00 Intro
2:44 Memory
10:15 Return of CPUs
13:33 Off-grid energy
17:48 Optics explosion
27:00 Marvell among biggest winners
33:31 Robotics
40:00...
Robotics On A Roll, Apple's Memory Pinch and Meta Makes 10% Jump
Meta stocks jumped 10% this week following its latest announcement; an announcement that Eric predicted could come on the previous episode. So what does Eric's crystal ball tell him will come next? On this week's episode of The AI Investor Podcast, co-hosts Eric Bleeker and Austin Smith are not only discussing the latest news to come out of Meta, but chat about Onto Innovation, how memory is impacting Apple's upcoming iPhone release and why robotics is on a roll.
0:00 Intro
1:22 Market Watch
2:42 Portfolio recap
5:14 Optical stocks struggling
6:25 All in on...
Micron Mystifying The Market... Can It Continue?
It looks as if it's Micron's world now and the rest of us are just paying rent. But how long can it's hot streak continue? In this episode of The AI Investor Podcast, Eric Bleeker and Austin Smith are looking at Micron's continued success, as well as the struggles of stocks like Alphabet and Meta. The two will also be diving into the mailbag to answer your questions about the AI marketplace and what investors can expect from artificial intelligence in the coming weeks.
0:00 Intro
:50 Micron and memory continues to boom
4:44 The semiconductor...
SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole?
SpaceX may conjure up thoughts of rockets getting launched up towards the stars, but as Eric Bleeker explains in this episode of The AI Investor Podcast, the impact its recent IPO launch could have on AI investors is just as infinite as space itself.
Eric investigates the bull vs. bear case for whether or not he's a believer in acquiring shares of SpaceX, and discusses stocks that could either benefit or be harmed by Elon Musk's latest business move.
0:00 Intro
1:45 Eric's history with Elon Musk and Tesla
4:20 SpaceX IPO launch official<...
Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree
This episode of The AI Investor Podcast has a little bit of everything from the latest news coming out of Anthropic to some additional spending in the portfolio. Eric will also share whether he is feeling bullish or bearing on Broadcom following a tough week as well as share 13 stocks he is keeping his eye on. All that and even a little Q & A in this jam packed episode you don't want to miss.
0:00 Intro
1:50 Market Volatility
15:01 Claude releases Mythos AKA Fable
16:46 13 Stocks Eric Bought With Markets Plummeting
20:24 Broadcom<...
Alphabet, Marvell, And Introducing The Parabolic 7
The dynamic duo of Austin and Eric are back for another episode of The AI Investor Podcast. In this week's episode, the hosts are discussing recent news from Alphabet and Marvell. They will also explore "The Parabolic 7" and why it may be in need of a name change.
0:00 Intro
3:26 Latest with Marvell, Micron
6:27 The Parabolic 7 Is Here
9:05 The soaring semiconductor industry
13:38 More with Marvell
20:02 Portfolio updates
22:57 Alphabet news
30:35 What's next for Broadcom?
36:17 Credo news
38:38 Q &. A
46:21 Eric...
Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap
Austin and Eric are together again for another episode of The AI Investor Podcast. The duo tackle a number of topics surrounding memory this week, including whether or not it's too late to invest in memory, an update on Nvidia, the growth of Micron and what a historic eight-week run might mean for the rest of 2026 and beyond.
1:00 - Market remains hot
12:30 - Memory margins
14:00 Micron growth
22:20 - ACN Research
24:40 - ONTO
26:30 - Globalfoundries
51:00 - Earnings
44:30 - Parker-Hannifin Corporation
If you...
Nvidia, SpaceX and a Bold Prediction on Trane Technologies
IPO mania continues this week with SpaceX. In addition to the latest news on Elon Musk's big move, this week's episode of The AI Investor Podcast also includes an up-to-date report on Nvidia and an interview with portfolio manager John Rotoni.
John discusses his process of selecting stocks, chats about a bold prediction made by Trane Technologies and shares why he is so excited about what might be next for SpaceX.
2:03 - SpaceX IPO update
3:56 - Latest on interest rates
6:50 13F filings explored
26:36 - Cerebras IPO news
8:51...
The Way Artificial Intelligence Will Help You Win in the Stock Market
IPO mania has begun with Cerebras and the market is about to undergo some big changes. This episode of The AI Investor Podcast will give you some of the knowledge and tools you need to go to get ahead. Eric Bleeker and Austin Smith will also provide analysis on a red-hot market and stocks including Intel, Micron and Taiwan Semiconductor.
As if all of that wasn't enough, Eric is also announcing some new recommendations and providing some advice on what investors should be keeping an eye on in the months ahead as far as robotic plays are...
AI Investor Podcast Q & A Bonus Episode - May 2026
You had questions and both Eric Bleeker and Austin Smith were ready to provide answers on this special bonus episode of The AI Investor Podcast. Among the questions tackled are Eric's process for investing as well as his thoughts on stocks like Palantir (PLTR), Axon Enterprise (AXON) and American Superconductor (AMSC).
5:10 - The timing of entry points
8:52 - American Superconductor Corp
12:30 - Axon Enterprise
13:55 - Toast
16:16 Palantir
20:35 - Ichor Holdings
24:00 - Lam Research
32:39 - Wolfspeed
If you want to work with...
Micron Mania, Invincible Intel, And Two New Portfolio Adds In A Red-Hot Sector
Eric Bleeker and Austin Smith are back for another episode of The AI Investor Podcast, and being reunited has never felt so good. The AI market continues to trend in the right direction, and the two are ready to breakdown the latest news with stocks including Meta and Alphabet. As if that wasn't enough, Eric also makes two new adds to the portfolio.
4:03 Earnings updates
10:21 Google surging
12:45 Microsoft news
18:05 Latest from Lumentum
21:44 Micron
24:00 Sterling Infrastructure Inc.
27:01 Portfolio adds
If you want to work...
Breaking Down A Historic Run, A New Portfolio Buy, And A Recent Recommendation Already Up 217%
The market is red hot right now, and Eric Bleeker is ready to explain why as well as what comes next. In this episode of The AI Investor Podcast, Eric is doing some buying and selling, but also breaking down stocks like Intel and whether or not they can continue to enjoy the type of success they've seen of late.Â
Here are some key topics on today's episode:
1:20 Historic run on Wall Street
3:45 Power management chips
12:06 Why semiconductor companies in a great position
14:00 Intel
17:08 Anthropic
20:35 P...
A Stock Play In A $332 Billion Industry We Need To Discuss Investing In
In this episode, Eric Bleeker speaks with Aaron Bush, the co-founder of Naavik. Naavik was founded in 2019, and helps companies across the games industry achieve success through avenues including game design, market research and AI strategy. Aaron shares how the video game industry is impacting entertainment as well as the stock market, and shares a potential buy option for investors. In 2025, the global gaming market was valued as high as $332 billion, with gamers often spending more time on various platforms than some people spend watching Netflix.
Here are some key topics on today's episode:
:45 The...
Sora Gets Ditched, Portfolio Gets An Overview, And A New Buy Recommendation
In this episode, Eric and Austin take an in-depth look at the portfolio and where they stand on several stocks and allocations. Eric even makes a new add.Â
Here are some key topics on today's episode:
4:15 - Magnificent Seven stocks are strugglingÂ
7:51 - The latest with Anthropic and Mythos
9:40 OpenAI shuts down Sora
20:42 - Processor and semiconductor stocks
29:40 Optics stocks
34:20 Memory stocks
36:43 Favorite software play
43:41 Wins in data centers and power including Vertiv
49:35 Ouster continues to shine in portfolioÂ
<...3 New Portfolio Buys from AI's Next Megatrend, NVIDIA Reports Earnings, and AAOI Soars
In this episode, Eric and Austin dive into why Oracle walking away from a massive project in Abilene, Texas, could lead investors to one of the biggest AI trends of 2027 and beyond.Â
Here are some key topics on today's episode:
6:30 - Recent earnings. Why NVIDIA (NVDA), Broadcom (AVG), and Marvell (MRVL) all delivered this earnings seasonÂ
13:50 - NVIDIA invests in Lumentum (LITE) and Coherent (COHR) and Applied Optoelectronics (AAOI) surges after earningsÂ
26:50 - Why Oracle (ORCL) walking away from Stargate Abilene shows power management chips could be AI's next big trend
<...New Portfolio Buys, NVIDIA Updates And A HUGE Announcement
24/7 Wall St. Analyst and AI Investor Podcast co-host Eric Bleeker is sharing huge news in this week's episode. Not only is he announcing five recommendations for investors in 2026, but is doubling his investment into his AI portfolio. It's time for Eric to share which stocks he is anticipating to be big benefactors from the 12 trends he's been sharing in previous episodes, and while some will be companies you've heard of, there may be a couple of surprises too.
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric...
OpenAI vs. Google And What Investors Can Expect From Other Titans In 2026
Our AI Investor Podcast hosts are listing off their final four trends for AI investors to watch in 2026. Among the topics discussed are what can be expected from major players like Nvidia, as well as under-the-radar stocks in spaces like optics that could be positioned for a huge jump. Eric also breaks down the battle between OpenAI and Google, and what the media gets wrong when discussing them.
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss...
SpaceX Taking Off: Huge Merger To Produce The World's Most Valuable Private Company
In their latest episode of The AI Investor Podcast, 24/7 Wall St. Analysts Eric Bleeker and Austin Smith break down the huge merger news involving SpaceX and xAI, which is known for its Grok chatbot. The two will also discuss the latest on stocks including Apple, Intel and SanDisk, all of which are making tremendous strides in the world of artificial intelligence.
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing...
The Progress Of Artificial Intelligence In Robotics And How Our Latest AI Pick Is Already Paying Off Big
Our AI Investor Podcast hosts are continuing to count down 12 trends investors will want to keep their eyes on in 2026. Among the topics being discussed in this episode are the growing concerns in the software space, the impact Taiwan Semiconductor has on the landscape of artificial intelligence and what we can expect as far as developments in areas like robotics and drones.
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly...
The AI Memory Explosion Is Underway, Intel Is Ready To Skyrocket And 12 Trends Investors Will Want To Know For 2026
In the newest episode of The AI Investor Podcast, our 24/7 Wall St. Analysts begin to share their 12 trends in the world of artificial intelligence that investors should be aware of in 2026. These include the memory explosion that is already underway, as well as developments taking place that could help make a stock like Intel a big winner in the year ahead.
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing...
Overlooked Buckets, Huge Rebound Numbers And Thanksgiving Hot Takes!
In the latest episode of The AI Investor Podcast, our 24/7 Wall St. Analysts explore buckets in the AI market that investors often overlook. Eric also shares his experience getting an up close and personal look at OpenAI's $500 billion Stargate project, and what the rise of data centers across the country indicates about the direction of AI and where investors could see the largest earnings.
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology...
Amazon Strikes Back, And A Surprise $10,000 Portfolio Buy
Austin and Eric are back for another episode of The AI Investor Podcast! This time, the two are discussing some recent developments in the AI space that investors should keep in mind during the months ahead, as well as a recent Sam Altman interview which many are saying was not a great look for the OpenAI CEO. All that and another $10,000 purchase in the portfolio!
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence...
OpenAI Signs Two Massive Deals and Two New Portfolio Buys
In the latest episode of The AI Investor Podcast, Austin and Eric discuss a pair of massive deals signed by OpenAI and announce some new additions to the portfolio. The two also look back on a bold call made by Eric about Nvidia during one of the show's first ever episodes.
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and...
AI Companies Entering A Game of Chips More Wild Than Westeros
In this week's episode of The AI Investor Podcast, Austin and Eric take a venture into Neoclouds. The two share their thoughts on the AI chip wars, the latest developments with Oracle and how updates from OpenAI are impacting usage. Â
View Eric's Portfolio: https://247wallst.com/aiportfolio/
Submit your questions: [email protected]
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. e...
