In this podcast episode, we explore the current state of the tech market, focusing on Nvidia's strong hold on the AI chip industry and what that means for other companies. We compare the fortunes of American Express and Affirm, highlighting their different trajectories. The conversation also covers the stock market's recovery amid events like Hurricane Milton, GM's electric vehicle initiatives, and the swift performance of companies like Cava and Instacart. Finally, we take a look at the candy industry as it grapples with rising cocoa prices, shedding light on how various sectors are responding to economic pressures.
