Wall Street, every mention
74 scenes · ← back to Wall Street
tap a year for its mentions
every year anyone Alex Kantrowitz 48M.G. Siegler 17Ranjan Roy 5Brian McCullough 5Anthony Scaramucci 5Reed Albergotti 4Saagar Enjeti 3Liz Hoffman 3Joanna Stern 3Ryan Petersen 2
Verbatim, from the transcripts: the passages where Wall Street comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 5:55 Alex Kantrowitz And so if you're thinking about what Wall Street is going to care about, uh, you sort of set yourself up in a tough position. 2 times in the scene
GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
- ▶ 50:46 Ranjan Roy Also like, come on, half of owners are like ex-banker Wall Street billionaire types as well.
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- ▶ 2:28 Alex Kantrowitz Wall Street also worried that companies could use AI to create the software tools they're paying for, and Salesforce shares went down 22% this year through Wednesday's close. 2 times in the scene
- ▶ 32:59 Alex Kantrowitz I mean, I guess, like if you, if you, you know, obviously it's important to perform for Wall Street, but, um,
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- ▶ 17:22 Alex Kantrowitz Isn't part of the reason to do this to obscure it from Wall Street, to obscure that spending from Wall Street so you don't take a hit? 7 times in the scene
- ▶ 39:11 Alex Kantrowitz Anthropics and OpenAI filed confidential paperwork to go public, with Anthropics expected to make its Wall Street debut as soon as this fall ahead of, uh, OpenAI.
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 8:20 Alex Kantrowitz You, you have some great stuff on Microsoft, which was, um, which was praised by Wall Street really for being more restrained in its spending, but is it really?
- ▶ 10:31 M.G. Siegler And sure enough, it seems like wall street started to reward that, especially given sort of the new series story with Google and whatnot. 3 times in the scene
- ▶ 32:57 Alex Kantrowitz Last year, last week, uh, Wall Street really praised Microsoft for, uh, not raising its CapEx at a time when it seemed like everybody was raising the CapEx, and then I read your piece on it, and it seems like, uh, Microsoft's restraint is… 2 times in the scene
- ▶ 40:47 M.G. Siegler And it feels like it's one that wall street. 3 times in the scene
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 13:14 David Cahn And so what I think the market kind of gets wrong, and it's just inherent to Wall Street, but Wall Street sort of always has this view of, like, is the stock market going to go up two percent, or is it going to go down two percent, right?
- ▶ 31:40 David Cahn Wall Street thinks everything is a poker game.
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 8:51 Reed Albergotti Like, there's, there's been bigger blow-ups recently, you know, on Wall Street of people who've done 2 times in the scene
How Much Water AI Data Centers Actually Use. And What Can Be Done About It. — With Christophe Beck
- ▶ 32:03 Christophe Beck Um, well, that's not exactly the way Wall Street is working.
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 58:27 M.G. Siegler Suggest to Wall Street, like, look, we're being a little bit more prudent with, uh, how we're trying to, yeah, do the spend and, and we want to bring money in, uh, beyond just the advertising layer, which again, AI is helpful with, but…
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
- ▶ 2:26 Alex Kantrowitz Ranjan, take us to the Wall Street side of things.
- ▶ 9:09 Alex Kantrowitz The window to go public is before Anthropic, because Anthropic, if Anthropic goes before you and that story hasn't played out entirely, it's going to look like they're growing faster and it could be much more difficult to tell your story…
- ▶ 17:44 Ranjan Roy No, no, it's Wall Street.
- ▶ 25:44 Alex Kantrowitz If that's what you're pitching Wall Street, that's where it should be.
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 19:09 M.G. Siegler Certainly on wall street.
- ▶ 27:13 M.G. Siegler He's not, his first order of business isn't to, to blow up Apple, Apple's capital sheet and, and freak out wall street.
Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern
- ▶ 6:18 Joanna Stern Is it for the consumers who want to use this stuff, or is it for Wall Street so we can always have another product, and another product, and another product. 3 times in the scene
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 46:36 Ranjan Roy It gets, it creates, Scott Besant is creating like a council of Wall Street advisors to address the potential threats of your upcoming model.
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 21:06 Liz Hoffman Um, and particularly in the knowledge economy, these are, you know, I've spent the last 15 years covering Wall Street, and these are big pyramid businesses where a lot of, you know, they hoover up these kind of young graduates from,
- ▶ 37:23 Liz Hoffman Do you think this war has made them, I'll give you my thoughts on, from the Wall Street side, but do you think this has made them rethink this massive rush into a region that, like, has just been volatile and violent forever in the last… 2 times in the scene
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 16:40 Alex Kantrowitz They release their S-one documents, you know, their prospectus, uh, saying they want to hit the public markets, and they bring Wall Street bankers, these, uh, these, these very
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 0:27 Alex Kantrowitz On wall street.
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 38:12 Alex Kantrowitz Uh, despite being amazing, don't seem to be able to buy the company any credit with Wall Street. 2 times in the scene
- ▶ 44:25 Alex Kantrowitz Yet, Wall Street did not seem impressed.
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 26:23 Stephen Morris And there are always games played by Wall Street, right?
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 24:31 Michael Intrator We come from Wall Street.
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 8:36 Reed Albergotti Um, I think it's partly, it's partly ego, it's partly bragging rights, and maybe, maybe a nod to, maybe it's really for Wall Street to kind of look
- ▶ 31:03 Reed Albergotti Um, what Wall Street decides to do with that, who knows?
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 40:53 Alex Kantrowitz Oracle was an AI darling on Wall Street, then, uh, reality set in.
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 0:00 Alex Kantrowitz AI bubble fears are growing as Wall Street tries to do the math.
- ▶ 0:48 Alex Kantrowitz Um, oftentimes when we see wall street analysts, uh, weigh in on trends, it's typically, we typically hear from 3 times in the scene
- ▶ 9:01 Gil Luria And they have an access to my income, which is relatively predictable, even on Wall Street.
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 34:03 Ranjan Roy So I, I genuinely think like it's all, it's always stuck with me in a way, but wall street never, like. 2 times in the scene
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 44:20 Alex Kantrowitz and so I've actually gone from being like, well, you know, Meta, not Google, might be the most under threat from this generative AI moment, and Meta, to Mark Zuckerberg's credit, is gonna spend to try to stay in the game, and when it told… 2 times in the scene
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 7:08 Alex Kantrowitz It's such an amazing divergence between what the people in the field are saying and what Wall Street and the investors are buying.
- ▶ 17:32 Alex Kantrowitz My sense is that while researchers are increasingly uncertain about how compute translate into capability improvements, Wall Street hasn't fully woken up to this.
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 5:44 Alex Kantrowitz It's stock, that it sells some stock, and then gives that money to OpenAI, and OpenAI buys chips, and then NVIDIA has a revenue surge, and then it goes back to Wall Street, which further inflates the valuation, which leads to further…
Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie
- ▶ 1:17 Alex Kantrowitz Wall Street's biggest fear was validated by a recent MIT study indicating that 95% of organizations studied gets zero, get zero return on their AI investment. 3 times in the scene
Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
- ▶ 48:43 M.G. Siegler I also think that there's a part of it where, look, they know that Wall Street at some point is going to get skittish on this CapEx spend, and especially if the AI revenue isn't, you know, growing in, in concert with it at some point soon. 2 times in the scene
What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- ▶ 9:41 M.G. Siegler And that was, again, some of the talk after last year, you know, maybe Apple was just getting in at the right time, or maybe it was still even a little bit early, and they were doing things a little bit pressured by Wall Street, which I… 2 times in the scene
- ▶ 34:05 M.G. Siegler And so going back to, yeah, the notion of, of AI and why that plays into this, I do think that, yeah, that's why certainly what wall street is looking for, right? 2 times in the scene
Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- ▶ 6:25 Anthony Scaramucci My dad was a crane operator, went to Tufts, Harvard Law School, built a successful business on Wall Street.
- ▶ 17:04 Anthony Scaramucci Remember, Washington is not like tech, and it's not like Wall Street. 2 times in the scene
- ▶ 51:24 Anthony Scaramucci In 1999, I was 35 years old, I was on Wall Street, and I believed in the lower cost of capital, lower cost of labor ideas at that time. 2 times in the scene
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 31:13 Ryan Petersen I'm not, I'm certainly no Wall Street analyst.
OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- ▶ 43:39 Alex Kantrowitz And I think continuing on this Apple beatdown that's been going on in the press for the past couple of weeks, it says, uh, the real reason companies are doing this is because Wall Street wants them to.
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 6:56 Saagar Enjeti And you know, the, uh, the way that I can compare it to is wall street, because Alex, you live in New York and you've covered the bankers. 3 times in the scene
Reid Hoffman: Why The AI Investment Will Pay Off
- ▶ 12:43 Alex Kantrowitz And that's because they have to return some value to investors and they need you to get back on the app, either to see an ad or they just want to show Wall Street that their daily active or monthly active user count went up.
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 19:16 M.G. Siegler Um, and, you know, there's obviously, we all benefit from it in, in the long run, but in the short run, um, you know, this, this segues into, I guess, you know, what's, what's potentially going on with Wall Street and what it means for…
- ▶ 43:24 M.G. Siegler Of H. 200 chips, and, and then, uh, soon enough, we'll get the next iteration, you know, announced, uh, down the road, and so, um, all these supercomputer, uh, mega clusters of data centers that are being built right now, they're just not…
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 54:59 Josh Brown You have this for one K wall of money coming in, and then you have a new business model on Wall Street.
Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- ▶ 18:15 Parmy Olson Um, and I think, you know, coming for, so I'm based in London, and I hear a lot more, I'm not, not being based in San Francisco, I'm not in the Silicon Valley bubble, so being in London, I hear a lot more of kind of the rhetoric from…
Amazon's Longterm AI Vision — With AWS VP Matt Wood
- ▶ 16:56 Alex Kantrowitz It's not something that, you know, the Wall Street types, for instance, will be like thrilled
Decoding the NVIDIA Trade - With Michael Batnick
- ▶ 3:04 Alex Kantrowitz Wall street can't keep up. 2 times in the scene
- ▶ 7:02 Alex Kantrowitz So this is again from Bloomberg, like a day after Wall Street can't keep up.
Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
- ▶ 10:40 Ryan Petersen The year of what Wall Street's, how Wall Street's valuing them, um, and, and the biggest one has three or four percent market share, and that's just in freight forwarding.
NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
- ▶ 36:36 Bryan Catanzaro You know, Wall Street hated it, because it subtracted value from our earnings reports. 2 times in the scene
Perplexity CEO Aravind Srinivas: How AI Challenges Google
- ▶ 9:11 Aravind Srinivas Wall Street's gonna get mad and, like, uh, start, start, like, shorting them and buying stocks in, like, Microsoft or, because they, here's the thing, by the way, at one point, uh, if you wanted to invest in AI, you could only invest in… 2 times in the scene
The Secrets Of Ray Dalio And His Dot Collector Transparency Software
- ▶ 7:11 Rob Copeland In the 19 eighties, nineties, 2000, most people on Wall Street and beyond still believe that you made money in the markets sort of through your gut, that you, you could quote unquote, read the tape.
- ▶ 16:16 Alex Kantrowitz We're here with Rob Copeland, the author of the fund, uh, Ray Dalio Bridgewater associates and the unraveling of a wall street lesson.
- ▶ 47:53 Alex Kantrowitz The book is The Fund, Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend.
Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- ▶ 9:17 Brian McCullough Um, is it, is it just that maybe it's, they, they still are committed and they're still spending money on it, but is it also a thing where it's like, if we just don't shout it from the rooftops, that keeps Wall Street happy? 4 times in the scene
- ▶ 35:00 Brian McCullough Or if you're on Wall Street, you've got to make sure that your proprietary data is here.
A Dozen Grueling Years At Amazon — With Kristi Coulter
- ▶ 5:38 Alex Kantrowitz And you hear about this from Wall Street folks and from everybody watching the company that AWS really is the future.
David Friedberg — How Technology Solves Our Climate Crisis
- ▶ 36:28 David Friedberg Uh, and a lot of smart, reputable people in Silicon Valley and across Wall Street and celebrities.
Why Ex-Google Ads Boss Sridhar Ramaswamy is Building An Ads-Free Search Engine
- ▶ 1:12 Alex Kantrowitz So the stock went down, which just goes to show you how much Wall Street is expecting from these companies and Google where you used to work, or I guess they call it alphabet.
- ▶ 4:57 Alex Kantrowitz Wall Street that, hey, look, we are what we are, and we've, we've gobbled up as much as we can get.