Will falling lead times delight or spook investors? Also, why one analyst calls Nvidia the Apple of A.I.

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Nvidia's Make-Or-Break Earnings Report

Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.

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Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount.

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Chip Stocks and the A.I. Explosion

Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies.

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The Problem With Covered Call Writing

Plus, Tesla earnings, European stock picks, and jellied eels.

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Fuzzy Panda Attacks Globe Life

In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage.

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Supervoting Shares and Bond Barbells

Why Calvin Klein maker PVH got the worst of an apparel stock drop.

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Nvidia's Make-Or-Break Earnings Report

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