It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward &#34;Custom Silicon&#34; designed specifically for distinct AI models.Today&#39;s Stocks &amp; Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The &#34;Custom Chip&#34; War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX). Our Sponsors: * Check out Anthropic: https://claude.ai/invest * Check out Quince: https://quince.com/INVEST Advertising Inquiries: <a href='https://redcircle.com/brands'>https://redcircle.com/brands</a>

The "Core and Explore" Portfolio Strategy

InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions.With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including: stock and ETF analysis, 401(k) and retirement optimization, precious metals and commodities, real estate and housing markets, the financial impacts of inflation, AI, and global economic shiftsNo investment inquiry is off-limits. You can call our 24/7 voice bank at 888-99-CHART to have your specific stock ticker or portfolio strategy analyzed live on the air.Follow InvestTalk today to build a more resilient portfolio, and learn more at InvestTalk.com.