Growth Stories With IBD

Nvidia Has Dominated The AI Revolution. Can The Chipmaker Stay At The Front Of The Pack? Jan 07, 2025

While demand for AI chips has driven Nvidia stock's astronomical climb over the last few years, earnings growth has been decelerating and more rivals are looking to gain market share by producing their own high-powered chips. That has left investors to wonder if Nvidia can keep the party going as the competition heats up. On this episode of Growth Stories, we dive into Nvidia's 2025 outlook and how CEO Jensen Huang plans to keep the chipmaker front and center of the AI revolution.

How This Cybersecurity Leader Plans To Combat The Growing Threat Of AI Computer Attacks Nov 08, 2024

On this Growth Stories Spotlight, we talk to Sam Rubin, VP & global head operations of Unit 42 at Palo Alto Networks, to discuss AI's role in cybersecurity and key themes for the industry in the year ahead.

The Chip War With China Is Heating Up. Who’s Winning? Oct 24, 2024

America has led the world in designing and building the most advanced chips in the market. But that position is being challenged as big manufacturing hubs like Taiwan and Korea rise in prominence. And massive government spending efforts in China to bolster its chip industry also threaten to upend the U.S.’s competitive advantage in the sector.

Policymakers have responded with subsidies to boost domestic chipmakers and bring some components of production back to U.S. soil. But industry leaders say it will be a long road.

On this Growth Stories Spotlight, we speak to Chris Miller, economic historian and author of the book “Chip War: The Fight for the World’s Most Critical Technology,” to get his thoughts on the state of the industry and the race to reassert America’s dominance over the global semiconductor sector.

The Cell Therapy Market Is Expected To Grow 600% Over The Next Decade. This Biotech Is Poised To Capitalize On That Wave. Aug 08, 2024

Over the last decade, cell therapies have attracted a lot of investor attention to biotechs. These groundbreaking treatments use a patient's own cells to create personalized medicine that not only improves wellness outcomes for people, but it has the ability to transform the health care and pharmaceutical industries.

On this Growth Stories Spotlight, we talk to Vericel CEO Nick Colangelo to get his insights on the cell therapy market, his plans to expand MACI and burn care treatments and why he thinks Vericel has a unique position in the competitive landscape.

Tesla's Robotaxi Is Delayed. Will It Make A Difference For Tesla Stock? Jul 16, 2024

Tesla is looking for its next big win. And the company is focusing on self-driving cars as a key part of its long-term strategy. On this Growth Stories Spotlight, we take a look at Tesla's upcoming robotaxi event and why the company is centering its future around a technology it's had trouble executing — and how the investing community might react.

If Tesla Is The Most Valuable Car Company, Why Are Hybrids Outselling EVs? Jun 17, 2024

What market saw record sales growth last year and is considered a disappointment? That would be electric vehicles.

Back in 2021, automakers went all in on battery-powered cars, committing billions of dollars to EV production. But just a few years later, that future is looking a bit hazy as a host of factors have seemingly put the brakes on the EV transition. And consumers who aren't ready to go all in on battery power are turning more and more to hybrid models.

On this episode of Growth Stories, we take a look at the evolving electric vehicle market and what those changes signify for automakers—and investors—as they navigate the EV transition.

Celsius CEO Says These Three Megatrends Will Fuel Energy Drink Growth May 13, 2024

Since its market debut in 2017, Celsius has been 'bubbling' up explosive growth for investors. But the company's turbocharged performance has set a high bar — leaving investors and Wall Street to wonder if Celsius' fast pace of growth is sustainable. On this Growth Stories Spotlight, Celsius CEO John Fieldly talks about the energy drink market and the growth drivers pushing Celsius forward in the year ahead.

This Cloud Stock Has Surged 100% In The Last Year. Will AI Innovations Keep The Momentum Going? Apr 24, 2024

On this Growth Stories Spotlight, Informatica CEO Amit Walia gives us details on how the AI megatrend is boosting cloud computing growth and why being the Switzerland of data is helping the company stand out in the competitive data management landscape.

Spotlight: Arm Stock Eyes This Segment As Software Will Become ‘Survival’ For Automakers Apr 17, 2024

Since its blockbuster return to the public market in September 2023, chip designer Arm has dazzled investors with its strong price history. And while the company is known for its mobile phone technology, CEO Rene Haas has signaled that Arm’s automotive segment is a key area of focus as the era of smart cars has upped the demand — and price — for the high-performing chips powering our vehicles.

On this Growth Stories Spotlight, Arm’s head of automotive Dipti Vachani takes us on a deep dive into the chip designer’s strategy and why the company is focused on the auto segment as a pillar of future success.

Tesla Is Struggling. Here's What Elon Musk Is Betting On For Future Growth. Apr 08, 2024

It's been a bumpy ride for Tesla stock over the last year as the EV automaker deals with increased competition and softening demand. As Elon Musk tries to navigate the company through choppy growth waves, will investors' patience with Tesla chart the same course? IBD news editor Ed Carson breaks down the bull and bear cases for Tesla stock.

Spotlight: Adobe Outperformed Microsoft In 2023. Can It Do It Again? Mar 27, 2024

Adobe was one of the hottest stocks in 2023 thanks to the artificial intelligence tidal wave. But that growth has slowed as the AI feeding frenzy begins to settle. Adobe saw a similar pullback last year before the introduction of Firefly propelled shares higher. And with new AI powered-tools taking center stage at this year’s Adobe Summit, investors will find out if Adobe stock will sing a similar tune — or fall out of rhythm with the market.

On this Growth Stories Spotlight, we speak to Anil Chakravarthy, who heads the digital experience business at Adobe, to get an inside look at the company’s AI strategy and the road ahead.

CRSP Stock Is On A Wild Ride After Sickle Cell Treatment Approval. These Diseases Could Be Next. Dec 11, 2023

Biotech stocks could be at a major turning point after FDA approval of the first gene editing drug using CRISPR technology to treat sickle cell disease.

Government approval of these groundbreaking treatments could generate an unprecedented wave of medical innovation. But gene editing therapies aren't without risk, and questions remain about the safety and cost effectiveness of these experimental treatments.

On this episode of Growth Stories, we dive into the science of gene editing treatments and how the boom in gene therapy drug approvals could transform the healthcare industry.

Microsoft Is Making A Big Bet As The Entire Tech Industry Goes All In On AI. Will It Win Or Lose? Oct 23, 2023

Microsoft became a dominant tech powerhouse when Windows PCs and Internet Explorer emerged as critical tools of the web revolution. Now the software giant is trying to regain its leadership role with generative artificial intelligence — and Wall Street is paying close attention. On this episode of Growth Stories, we look at Microsoft’s push into artificial intelligence — and how the tech titan plans to use that technology to fuel a new era of growth.

Is Tesla’s EV Dynasty Over? Oct 18, 2023

On this episode of Growth Stories, IBD’s Ed Carson and Ilaria Mazzocco of the Center for Strategic and International Studies take a look at how BYD is challenging Teslafor the top spot in electric vehicle sales— and what the intensifying competition says about the broader China EV market.

Has Mark Zuckerberg's 'Year Of Efficiency' Paid Off For Meta? Sep 28, 2023

On February 3, 2022, Meta Platforms (META) made history. The Facebook parent company's valuation took the biggest one-day hit on record for the market as privacy concerns and increased competition bashed Meta stock's bottom line. That earnings reaction led CEO Mark Zuckerberg to declare a 'Year of Efficiency' and enforce belt tightening measures to get the social media giant back on track. On this episode of Growth Stories, we take a look at Meta's 'Year of Efficiency' and if Zuckerberg's moves have paid off for investors.

What Formula 1's Growing Popularity Says About The Tech Industry Sep 25, 2023

Motor sports is having a bit of a moment. The popularity of Formula 1 has been turbocharged by Netflix’s “Drive to Survive” series, particularly here in the states. The racing series saw record attendance totals in 2022 and also set records for viewership in the U.S. last year.

And it’s not just Formula One’s fan base that’s expanding. But more big-name companies are revving up investments in motor sports.

“I think the reason why so many tech partners like to play in motorsports in Formula One is we're on the cutting edge of technology,” McLaren Racing CEO Zak Brown tells IBD.

On this episode of Growth Stories, IBD’s Alexis Garcia takes a look at the pedal-to-the-metal rise of Formula One — and what the sport’s growth says about the future of the tech and auto industries.

What Is Web3? Meet The Future Of The Internet Jun 24, 2022

The idea of Web3 has been around for years, but as blockchain-powered technologies like the metaverse become more mainstream, a number of mega cap tech companies have shifted their strategic focus and are allocating significant financial resources to develop Web3 capabilities. IBD reporters Brian Deagon and Alexis Garcia discuss what Web3 is and how it's driving investments in the technology sector on this episode of Growth Stories.

Can The Airline Industry Ever Go Green? Feb 16, 2022

As climate change becomes an increasing topic of discussion on Wall Street, airlines are grappling with how to clean up their act. To do this, the aviation industry is developing several options to tackle emissions, including the use of biofuels. So what are these new technologies and will they be effective in cutting down carbon emissions? IBD reporters Gillian Rich and Alexis Garcia explore the green movement in the airline industry on this episode of Growth Stories.

The Year Of The IPO Dec 14, 2021

2021 has no doubt been the year of the IPO. Roughly 1,000 initial public offerings are expected to hit the market by the end of the year. And there are no signs of slowing. While the flurry of IPO activity signals strength in the public markets, some analysts fear that sky-high valuations could be a sign of frothiness in the market. So is the surge of IPOs a bubble waiting to burst? And what fireworks can investors expect as more big names go public in the new year? IBD reporters Brian Deagon and Alexis Garcia explore the IPO boom on this episode of Growth Stories.

Due To Ongoing Supply Chain Issues… Nov 10, 2021

A whiplash economic recovery from the pandemic has put a squeeze on the supply chain and has left retailers scrambling to restock shelves and consumers wondering if their holiday gifts will show up on time. But why are these supply-chain hiccups still happening 18 months after initial Covid lockdowns and what are companies doing to meet high demand? IBD reporter Bill Peters explains the ongoing supply-chain disruptions on this episode of Growth Stories.

Facebook’s Big Bet On The Metaverse Oct 20, 2021

Mark Zuckerberg created buzz earlier this year when he announced that Facebook would transition from being a social media company to a metaverse company. But what is the metaverse? And why are major firms racing to build 3D worlds pulled straight from the pages of science fiction? IBD senior reporter Patrick Seitz explains why Facebook and a number of tech companies are eager to invest billions to plant their digital flag on this episode of Growth Stories.

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