Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...
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Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...
Inside the Company Powering the AI Boom (November 11, 2025)
Market Outsiders
29 minutes
2 weeks ago
Inside the Company Powering the AI Boom (November 11, 2025)
CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI’s biggest players. Chapters 02:57 CoreWeave's Financial Performance and Market Positi...
Market Outsiders
Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...
