Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB

Podcast: Chit Chat Stocks · Brett Schafer and Ryan Henderson

Opublikowano: 2026-08-14

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:50) Bill Ackman's Netflix Investment (10:00) Private Equity's Role in AI Infrastructure Funding (12:02) Potential Software Take-Private Deals and Valuation Trends (13:55) BBB Foods: A Mexican Retail Growth Story (15:46) Airport Operator Diversification and Growth in Latin America (17:48) Discussion on Banking Sector Earnings and Financial Stability (20:14) Berkshire Hathaway's Stock Buyback and Capital Allocation (28:02) Predictions on Next Potential 'Trade Desk...