{"podcast":{"title":"Motley Fool Hidden Gems Investing","slug":"motley-fool-hidden-gems-investing-1015621","podcast_index_feed_id":1015621,"rss_url":"https://feeds.megaphone.fm/ARML8165884693","website_url":"https://www.fool.com/podcasts/motley-fool-money","image_url":"https://megaphone.imgix.net/podcasts/d5d3fe2c-7db8-11ee-933e-23f3a64aa2d4/image/e7ad68926514ed5228ef574fd3a3401b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Motley Fool","episode_count":2345,"summary":"Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.","last_synced_at":"2026-09-26T22:20:10.646923+00:00","page_url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621"},"episode":{"title":"Jensen Huang's AI Capex Pulse Check","slug":"jensen-huang-s-ai-capex-pulse-check","published_at":"2026-08-28T20:40:00+00:00","page_url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/jensen-huang-s-ai-capex-pulse-check","show_page_url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621","url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML4669516250.mp3","audio_url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML4669516250.mp3","summary":"Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's \"Mythos moment\" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar. Jon Quast, Jason Hall, and Matt Frankel discuss: - Nvidia’s prediction for AI capex spend - Marvell’s accelerating growth - CrowdStrike’s “Mythos moment” tailwind - Winners and losers in AI cybersecurity - Dick’s worst day ever - As always, stocks on our radar Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick’s Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS) Host: Jon Quast Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements f…","meta_description":"Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrik…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2440,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/jensen-huang-s-ai-capex-pulse-check/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/jensen-huang-s-ai-capex-pulse-check.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}