Dumb Money Live

Meta Beats. Microsoft Misses. Why Amazon Matters Most

Meta beat. Microsoft missed. The reactions were extreme.
Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand.
With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward.
Why Amazon earnings matter most right now.

Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet

Today on Dumb Money, the company that quietly dominated the holidays.

The Real AI Trade in 2026

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.

The AI Stock Nobody Understands

AI isn't running out of GPUs… it's running out of power. Today on Dumb Money, the overlooked AI energy supplier that could be one of the most misunderstood stocks in the market.

The Biggest Risk After Nvidia Earnings

Today on Dumb Money, our trade setup after $NVDA earnings.

Take profits or double down?

Today on Dumb Money, we're making moves in anticipation of the upcoming big tech earnings reports. After the market closes on Wednesday, Microsoft, Alphabet, and Meta will release their earnings reports. Then on Thursday, it's Apple and Amazon's turn.

The Soft Revolution: Inside 1X’s Surprising Breakthrough in Humanoid Robots

Chris just got back from visiting four humanoid robot labs in California, including one that completely changed his mind. In this episode, the Dumb Money crew dives deep into 1X's unconventional tendon-driven design, why it could make robots finally safe enough for homes, and what Elon's rumored obsession with Optimus means for Tesla's next big leap. Plus, a rare-earth "arms race" is heating up… and Chris might have insider access to one of the biggest players.

Undiscovered AI Trades

Today on Dumb Money, we're buying the AI stocks Wall Street missed.

First Impressions of the Sora app

Chris & Dave give their first impressions of OpenAI's invite-only video generation app Sora and predict how this social platform will evolve.

It’s Happening: Optimus 3 Changes Everything

Tesla's Optimus Gen 3 could be the company's biggest bet yet — maybe even bigger than cars. Elon says the new design is "sublime," but can it really deliver on the hype? Today we break down what we know, what's rumor, and what it means for Tesla stock.

The Perfect Trade

Today on Dumb Money, how the Wizard of Oz at the Sphere Las Vegas changes everything for $SPHR stock.

The Google Trends Glitch Nobody’s Talking About

For nearly two decades we've relied on Google Trends as one of the most powerful tools for spotting alpha. But something changed. We dive into why the data looks broken, how AI-driven search may be skewing results, and what it means for investors. Plus: our latest takes on Lululemon, Palantir, Nvidia earnings, and Apple's upcoming iPhone lineup.