In Episode 73 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive overview of the nine leading U.S. AI stocks on the public market. He highlights Google’s strong 2025 performance, heavy AI investment, and strategic advantages from in-house chips and an integrated enterprise ecosystem. Lake also examines valuation and competitive dynamics across the AI landscape, including Nvidia’s GPU leadership, Apple’s longer-term AI positioning, and Tesla’s progress in autonomous driving, robotics, energy, and data centers in space. In all, Professor Lake emphasizes the transformative impact of AI and the importance of understanding these market leaders.

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In Episode 72 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, covers the equity markets, interest rates, energy trends, and market headlines. He reviews strong year-to-date performance for the S&P 500 and Nasdaq, discussing the market’s stabilization after tariff-related volatility. Likewise, Lake examines how the current yield curve and anticipated Federal Reserve rate cuts may influence both valuations and mortgage costs. In market headlines, he spotlights Michael and Susan Dell’s historic $6.25 billion contribution to the Invest America initiative, which will fund investment accounts for 25 million children. Lake concludes by analyzing key energy and inflation dynamics—from lower oil prices to rising electricity costs and the accelerating global transition toward electric vehicles, particularly in the U.S. and China.

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 71 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reevaluates Alphabet (Google) through the BMPB framework, highlighting the company’s dominance in search, advertising, and cloud services and Gemini’s competitive AI position. He reviews Google’s consistent revenue growth, exceptional margins, and robust free cash flow of $73 billion. Leadership under Sundar Pichai has driven bold innovation efforts, such as Project Sun Catcher and TPU chips, and has emphasized the company’s efforts to strengthen regulatory clarity and competitive positioning. With a reasonable 26x forward PE and an exceptional balance sheet, Professor Lake reflects that Alphabet remains well-positioned for long-term investment success in the AI era.

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 70 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, highlighting Microsoft, Nvidia, and Anthropic’s major AI partnership, rising investment pressures across the sector, and comments from Google’s Sundar Pichai on a potential AI bubble. He also notes Jeff Bezos’s Prometheus venture, an upcoming Saudi Arabia state visit tied to a possible F-35 deal, expectations for Nvidia’s earnings, and the continued outsized influence of the Mag Seven. Lake reviews the strong one-, three-, and ten-year returns of the S&P 500 and Nasdaq, examines the stubbornly high 10-year Treasury yield and its impact on mortgages and homebuilding, and mentions Bitcoin’s recent pullback, ultimately encouraging investors to stay focused on long-term fundamentals, earnings growth, inflation trends, and key AI developments as markets continue to deliver exceptional multi-year performance.

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 69 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines earnings from Alphabet, Microsoft, and Berkshire Hathaway. He highlights Alphabet’s standout quarter, backed by strong advertising, rapid Google Cloud growth, and significant AI investment. Microsoft also reports impressive results with Azure’s continued momentum, substantial AI-driven CapEx, and a notable 27% stake in OpenAI under Satya Nadella’s strong leadership. Berkshire Hathaway, positioned as a “contra-AI trade,” spotlights their $380B cash pile, steady operating businesses, and the upcoming leadership transition from Warren Buffett to Greg Abel. This week, Professor Lake emphasizes valuation context, balance-sheet health, and why these companies matter for investors.

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 68 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, recaps the 2025 Q3 earnings for Apple, Amazon, and Tesla, and their business performance is reflected in the market. He highlights Apple’s strong Q3 results driven by iPhone 17 demand, record service revenue, solid margins, and a calculated approach to AI. Amazon impressed with 20% growth in AWS, rising advertising revenue, and progress on their in-house Trainium chip design, maintaining a strong balance sheet and free cash flow. Tesla reported 12% revenue growth, record cash levels, and a 50% surge in its energy business, underscoring opportunities in battery storage, autonomous driving, and robotics. The episode offers educational market insight on how these tech leaders are navigating innovation, growth, and valuation in a dynamic market environment.

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Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 67 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a broad market update amid the ongoing, record-breaking government shutdown. Lake highlights the continued strength of equity markets, with the S&P 500 up 16.97% and the Nasdaq up 22.74% year to date. Likewise, he discusses resilient corporate earnings, particularly among major tech firms such as Nvidia, Microsoft, Apple, and Palantir. Lake examines the Federal Reserve’s recent rate cut, persistent long-term yields near 4%, and the impact on mortgage rates and the housing market, noting that the 10-year yield has remained stubbornly high despite the Fed’s easing cycle. From Palantir’s strong cash flow to Tesla’s advances in autonomous driving, Lake concludes with reflections on how AI-driven productivity and capital investment could shape broader economic implications.

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 66 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides an updated analysis of Taiwan Semiconductor Manufacturing Company (TSM), a key holding in the GW Investment Institute’s portfolios and cornerstone of the global AI supply chain. Lake highlights the company’s exceptional gross margins at 59%, strong revenue growth at 39%, and a profit-driving manufacturing model. He also praises CEO Dr. C.C. Wei and the management team for maintaining operational excellence, investing heavily in manufacturing expansion in the U.S. and Japan, and preserving a robust $60 billion net cash position. While acknowledging that TSM’s valuation has risen amid growing investor enthusiasm, Lake concludes it remains a world-class business with enduring competitive advantages, strategic global positioning, and a vital role in powering the AI-driven economy.

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.