Growth Stories With IBD

Episoade

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  Voters Revolt Against Big Tech: Who Controls The AI Power Grid? 11.09.2026 18min

  Opposition to data centers is becoming a major midterm issue. But will the political friction actually stop Big Tech's rapid AI infrastructure buildout? Cleanview founder Michael Thomas breaks down the growing political revolt against data centers and how tech giants are pivoting to keep up with power demand.
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  Cheap Chinese Models Threaten U.S. AI Dominance. So Why Is Nvidia's CEO Defending Them? 08.09.2026 16min
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  Why The Anthropic-Pentagon Clash Matters For The Entire AI Tech Stack 22.07.2026 22min

  Is the federal government's clash with Anthropic a warning sign for the entire artificial intelligence ecosystem? Tech strategist and Georgetown adjunct law professor Emily Benson breaks down the regulatory fallout for AI developers and investors.
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  Would A SpaceX-Tesla Merger Make Elon Musk Unstoppable? 13.07.2026 13min

  Following SpaceX's record-breaking IPO, Wall Street's attention has shifted to the next big play — a rumored Tesla-SpaceX megamerger. With both companies increasingly sharing engineers and resources, a deal might be a question of when, not if. Eva Ados, chief investment strategist at ERShares, breaks down the merger rumors and what they mean for your portfolio.
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  How A Global Memory Chip Boom Crowned A New Stock Market Leader 06.07.2026 22min

  South Korea’s KOSPI index has surged 80% this year, easily outperforming the Nasdaq thanks to an AI memory chip boom and key market reforms. But a recent sell-off has raised questions about whether the historic rally is losing steam or just experiencing a temporary pullback. Peter Kim of KB Financial Group gives an inside look at the themes driving Korean stock performance and the opportunities—and risks—ahead.
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  SpaceX IPO: Inside Elon Musk's $1.75 Trillion Bet On Rockets, Satellites And AI 30.03.2026 20min

  SpaceX is eyeing the largest IPO in history. With a $1.75 trillion valuation, investors finally have a shot at owning a piece of Elon Musk's unified space and AI empire. But does the math actually add up, or is the market getting overhyped about another Musk moonshot? On this episode of Growth Stories, we talk to two SpaceX investors to analyze the business segments driving the growth behind this expected record-breaking debut.
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  How This Uranium Enrichment Technology Aims To Solve The Nuclear Fuel Bottleneck For Big Tech 09.03.2026 23min

  AI data centers require 24/7 power, a demand only nuclear energy can meet. But the industry faces a major hurdle: fuel supply. LIS Technologies CEO Jay Yu breaks down the shift toward domestic uranium enrichment and the roadmap to securing America’s energy future.
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  Rare Earth Race: Why The U.S. Is Paying Billions To Break China’s Mineral Monopoly 06.03.2026 21min

  For decades, the rare earth industry has been monopolized by China. But that story is changing from a tale of dependence to a race for diversification. Reed Blakemore, director of research at the Atlantic Council’s Global Energy Center, discusses the geopolitics, supply chain bottlenecks, and emerging green shoots of a new minerals economy.
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  Why The Next Big AI Concern Runs Through Main Street 30.12.2025 26min

  Data centers are increasingly at the center of local political battles as rising energy costs and environmental concerns fuel community frustration. IBD reports on how rising opposition threatens to squeeze the margins of Big Tech's biggest players.
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  Novo Nordisk Is Losing Its Lead To Eli Lilly In The Obesity Drug War. Here’s What Went Wrong. 15.08.2025 17min

  On this episode of Growth Stories, we take a look at the escalating rivalry between Novo Nordisk and Eli Lilly and how the Danish drugmaker lost its grip on the weight-loss drug market. 
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  Nano Nuclear Energy Has Surged 650% Since Its Public Debut. CEO Says Growth Is Just Getting Started. 28.07.2025 18min

  On this episode of Growth Stories, we talk to Nano Nuclear Energy CEO James Walker to learn about the company's quest to bring portable nuclear power to market.
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  Netflix's Trillion-Dollar Quest: Inside The Streamer's Bold Bet On Future Growth 22.07.2025 14min

  Wall Street's most exclusive club consists of companies with market caps over a trillion dollars. And Netflix wants to add its name to that list. On this episode of Growth Stories, we take a look at the company's bold growth goals and explore whether the streaming titan is poised for a blockbuster performance or disappointing fizzle.
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  Trump's China Deal Catapults Rare Earths Into Global Focus 13.06.2025 11min

  A new trade agreement with China is catapulting a group of organic heavy metals into the spotlight. On this episode of Growth Stories, we delve into the world of rare earths and explore how recent trade talks have brought this often-overlooked market into global focus.
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  Biotech's Next Boom? Inside The Multibillion Dollar Cancer Detection Market 16.05.2025 11min

  On this episode of Growth Stories, we take a look at the groundbreaking tests that could revolutionize cancer detection and what investors need to know about this evolving market.
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  AI Cyber Arms Race: What Trends Will Define The $135 Billion Fight For Market Dominance? 05.05.2025 16min

  The AI revolution is rewriting the rules of cybersecurity and the financial stakes are massive. But this isn't just about market growth; it's a high-stakes arms race. As cybersecurity giants like Palo Alto Networks deploy AI defenses, cybercriminals are equally quick to weaponize advanced technology for increasingly sophisticated attacks. Wendi Whitmore, chief security intelligence officer at Palo Alto Networks, discusses cybersecurity themes for 2025 and what investors need to know.
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  Nvidia Executive Details Robotics Vision: 'We're A Market Maker' 21.04.2025 28min

  On this episode of Growth Stories, we're joined by Nvidia's vice president of omniverse and simulation technology Rev Lebaredian, to hear how the AI titan plans to ignite a new growth chapter by bringing AI into the physical world.
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  Palantir Is Shaking Up The Defense Sector. What Comes Next As The AI Revolution Heads To The Front Lines? 06.03.2025 17min

  On this episode of Growth Stories, we take a look at Palantir CEO Alex Karp's plans to redefine the military industrial complex and how defense companies are maneuvering to stay competitive in the age of artificial intelligence.
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  Nvidia Has Dominated The AI Revolution. Can The Chipmaker Stay At The Front Of The Pack? 07.01.2025 13min

  While demand for AI chips has driven Nvidia stock's astronomical climb over the last few years, earnings growth has been decelerating and more rivals are looking to gain market share by producing their own high-powered chips. That has left investors to wonder if Nvidia can keep the party going as the competition heats up. On this episode of Growth Stories, we dive into Nvidia's 2025 outlook and how CEO Jensen Huang plans to keep the chipmaker front and center of the AI revolution.
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  How This Cybersecurity Leader Plans To Combat The Growing Threat Of AI Computer Attacks 08.11.2024 10min

  On this Growth Stories Spotlight, we talk to Sam Rubin, VP & global head operations of Unit 42 at Palo Alto Networks, to discuss AI's role in cybersecurity and key themes for the industry in the year ahead.
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  The Chip War With China Is Heating Up. Who’s Winning? 24.10.2024 14min

  America has led the world in designing and building the most advanced chips in the market. But that position is being challenged as big manufacturing hubs like Taiwan and Korea rise in prominence. And massive government spending efforts in China to bolster its chip industry also threaten to upend the U.S.’s competitive advantage in the sector. Policymakers have responded with subsidies to boost domestic chipmakers and bring some components of production back to U.S. soil. But industry leaders say it will be a long road. On this Growth Stories Spotlight, we speak to Chris Miller, economic historian and author of the book “Chip War: The Fight for the World’s Most Critical Technology,” to get his thoughts on the state of the industry and the race to reassert America’s dominance over the global semiconductor sector.