# Semiconductor Podcast Briefing: May 2 – May 9, 2026

> Semiconductor podcast briefing for May 2 – May 9, 2026. AMD's CPU TAM nearly doubles, Micron pushes through $600, NVIDIA's alpha migrates to its ecosystem, and the AI-cycle peak-vs-durable-demand debate sharpens across 10 episodes.


## The Semiconductor Podcast Briefing

### May 2 – May 9, 2026: AMD CPU TAM Doubles, Micron Through $600, AI Cycle Debate Sharpens

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## TL;DR, Five Things That Mattered This Week

- **AMD's CPU TAM nearly doubled in six months.** Lisa Su disclosed the server CPU TAM is now expected to exceed $120B by 2030 growing >35% CAGR, vs. an 18–20% growth view as recently as November 2025. Q2 2026 server CPU revenue guided >70% YoY. *Squawk on the Street, May 6*
- **The CPU-to-GPU ratio is collapsing toward 1:1 because of agentic AI.** ARM CEO Rene Haas: *"A few years ago, you might have seen the ratio in AI between CPUs and GPUs being one CPU to four to eight GPUs… going forward… it could be one to one or you could see even more CPUs than GPUs."* *Squawk on the Street, May 8*
- **Memory replaced power as the #1 bottleneck.** Three hyperscalers explicitly attributed CapEx increases to memory pricing; Micron cracked $600 (Cramer: *"It has to go through 700 to get to 1000"*); contrarians flagged Micron at 135% above its 200-DMA, while the SOX peaked at 100% above its 200-DMA in March 2000. *Bloomberg Intelligence, May 6; Squawk on the Street, May 8; CNBC Fast Money, May 6*
- **NVIDIA's alpha is migrating to its ecosystem.** $500M Corning investment (option up to $2.7B) led to a 10x fiber capacity expansion; Iron 5GW partnership with rights to 30M shares (~$2.1B); ecosystem stocks outperforming NVDA itself (NVDA underperformed SMH over the past month, trades ~25x forward, cheaper than AMD, INTC, AVGO). *The Rundown, May 6; CNBC Fast Money, May 6*
- **The cycle debate sharpened.** SOX rallied 54% since end of March; Peter Bookvar warned of *"double and triple ordering"* via CDW's disclosure (CDW -20%); Lance Roberts/Michael Leibowitz called a 20–40% correction *"absolutely normal"* and are trimming. Bulls (Munster, Su, Cramer) counter that earnings are real, customer commitments extend into 2027–2028, and *"this is not perishable demand."* *CNBC Fast Money, May 6; The Real Investment Show, May 7; The Financial Exchange, May 6; Squawk on the Street, May 6*

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## 1. AI Chip Demand & Hyperscaler Capex (NVDA, AMD, AVGO, MRVL)

### AMD: The CPU Story Steals the Show

Lisa Su, AMD Chair & CEO, on *Squawk on the Street*, May 6, 2026:

> "This is not perishable demand, to be clear. This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around orchestration, scheduling, management of these agents. That's only the work the CPU can do."

> "As recently as last year in November, we thought the CPU TAM was going to be, let's call it, growing at about 18 to 20%... And now what we're seeing is, we think that rate is doubling and we're seeing that the CPU market may be over $120 billion by the time we get to 2030, growing at over 35%."

*Squawk on the Street, May 6*

Su confirmed both OpenAI and Meta are *"very deep partners"* for the MI455/Helios system, with initial forecasts *"above what our plans were."*

Kunjan Sabani, Bloomberg Intelligence Senior Semiconductor Analyst, May 6, 2026: *"The start of the show was really the CPU story... I had been calling out for two quarters that this is going to be the year of CPU for them."* Sabani characterized AMD's AI GPU ramp as *"a 4Q26 or a 27 weighted phenomenon"*; current outperformance is CPU-driven, GPU contribution still to come. *Bloomberg Intelligence, May 6*

### NVIDIA: Approaching All-Time Highs but Underperforming Peers

NVDA at ~$216, market cap ~$5.26T as of May 8. Melissa Lee (CNBC) noted *"NVDA gained less than half of the SMH's return over the past month despite being the world's largest company by market cap,"* trading at ~25x forward earnings, cheaper than INTC, AMD, and AVGO. *CNBC Fast Money, May 6*

Gene Munster, Deepwater Asset Management Managing Partner, May 6: *"The street right now is looking for CapEx and the hyperscalers to be up 10 percent. NVIDIA talked about a 40 percent growth rate for next year. That's what Jensen's comments were recently at their developer conference."* Munster disclosed Deepwater recently sold some NVDA, *"we felt like the news is going to be great. But there's this always this next year, next year, next year,"* but maintained *"we're still grossly underestimating how big this whole AI trade is going to be."* *CNBC Fast Money, May 6*

Steve Grasso (CNBC trader) offered a more nuanced view that the *"alpha"* has shifted toward NVIDIA's ecosystem investments (Corning, optics, power): *"No one would have ever thought AMD is their competition. Now AMD is in their lane."* *CNBC Fast Money, May 6*

Jim Cramer, May 8: *"I think Jensen's company is going to be 10-trop [10 trillion],"* dismissing technical *"double top"* concerns. *Squawk on the Street, May 8*

### NVIDIA Ecosystem Investments

NVIDIA announced a $500M investment in Corning (option up to $2.7B total), leading to 3 new fiber optic facilities in NC and TX, expanding capacity 10x. Corning +18% on the news. *The Rundown, May 6*

Kunjan Sabani, May 6: *"A few months ago, it was power. Right now it's memory. So it could definitely come down to optical components being supply constraints… For a $4 trillion company, how much of a buyback can you keep doing to really move the needle? This is, we think, a better use of cash."* *Bloomberg Intelligence, May 6*

Mike Coe (CNBC trader): *"Two years ago, the issue with AI…was all about capacity and GPUs… Now, it's about power. It's about infrastructure. It's about optics."* *CNBC Fast Money, May 6*

### Hyperscaler CapEx and Custom Silicon Risk

Tom Gardner, Motley Fool CEO, April 30: *"The four hyperscalers are collectively spending over $600 billion in CapEx this year… We've never seen anything like this in human history on this scale."* *Motley Fool Hidden Gems, Apr 30*

Gardner flagged the custom silicon risk: *"Amazon now has a run rate of $20 billion for its internal chip business… This will place margin pressure on NVIDIA."* Contrarian: John Quast (Motley Fool) countered that token consumption is accelerating faster than custom silicon supply (*"Amazon Bedrock processed more tokens in the first quarter than in all prior years combined"*) and CUDA lock-in is sticky. *Motley Fool Hidden Gems, Apr 30*

### Broadcom / OpenAI Custom ASIC

Cramer and Faber, May 8, referenced an *"Information piece about Broadcom"* related to OpenAI chip negotiations. Cramer: *"[Hock Tan]'s one of the greatest business people of our time. He's just not promotional. I wouldn't bet against Hock Tan."* *Squawk on the Street, May 8*

No dedicated AVGO or MRVL fundamental discussion this week beyond the OpenAI ASIC reference.

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## 2. Memory Pricing (HBM, DRAM, NAND, MU, SK Hynix, Samsung)

Kunjan Sabani: *"A few months ago, it was power. Right now it's memory."* *Bloomberg Intelligence, May 6*

John Quast, April 30, citing hyperscaler earnings:

- Amazon: *"memory has skyrocketed."*
- Meta: majority of CapEx guidance increase *"due to higher component pricing, particularly memory."*
- Microsoft added $25B to CapEx, *"a lot of that has to do with memory as well."*

*Motley Fool Hidden Gems, Apr 30*

### Micron Through $600

Jim Cramer, May 8: *"Look at Micron. I mean, it just doesn't end. Well, why should it? The stuff's in short supply. They're able to raise price… It has to go through 700 to get to 1000."* Cramer noted Micron is *"trading at like seven times earnings"* and compared it to *"Dome Petroleum in 1982,"* explicitly rejecting 1999 bubble parallels. *Squawk on the Street, May 8*

### Contrarian View

Peter Bookvar, CIO Blickley/BFG Wealth Partners, May 6: *"I've been doing this long enough to know that storage and memory are the most cyclical parts of the market… it's a commodity that they're selling. Eventually, this will hit a wall. But right now, it's party on."* Bookvar flagged Micron at 135% above its 200-day moving average vs. the SOX peaking at 100% above its 200-DMA in March 2000. *CNBC Fast Money, May 6*

David Faber, May 8: *"It won't last forever. Right. It never does."* *Squawk on the Street, May 8*

### Consumer Spillover

Zaid Admani (The Rundown), May 8: *"All these big tech companies spending hundreds of billions of dollars on AI data centers has led to a huge surge in demand for memory chips, which is leading to shortages and sending prices through the roof."* Cited Nintendo Switch 2 price hike ($450 to $500) and a ~$640M component cost hit. *The Rundown, May 8*

Note: No specific HBM4, DRAM contract, or NAND ASP data discussed. SK Hynix and Samsung not mentioned by name.

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## 3. Semiconductor Capital Equipment / WFE (ASML, AMAT, LRCX, KLAC)

No podcast coverage this week. A meaningful blind spot given pending GAA/HBM tool restrictions and ASML China exposure debates.

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## 4. Foundry / Manufacturing Dynamics (TSM, INTC, GFS)

### TSMC: Slowest April Sales in Six Months

Jim Cramer, May 8: *"Taiwan Semi, it looks like they even have a bottleneck. They did not have a great month."* Carl Quintanilla confirmed TSMC April sales were *"the slowest in six months"*; Cramer framed it as supply-constrained rather than demand-related. *Squawk on the Street, May 8*

Lisa Su, May 6, confirming TSMC supply tightness: *"It's tight for sure. When we look at it, there is a lot of demand out there, but we have a world-class supply chain that has been building for this moment."* Cramer pressed her specifically on N3 capacity for AMD: *"I look at Taiwan Semi and how much 3-nanometer they've got, and I am concerned that perhaps there isn't enough for you."* *Squawk on the Street, May 6*

### Intel

INTC surged +13% following reports Apple is in talks with Intel and Samsung to manufacture chips in the U.S.; the rally pulled up Sandisk, Micron, QCOM (each >10%). *The Rundown, May 6*. Lance Roberts: *"Intel's up 100% this year."* *The Real Investment Show, May 7*. David Faber, May 8: *"I told you to be very safe in Intel… I keep thinking about the U.S. government stake."* *Squawk on the Street, May 8*

### SpaceX TerraFabs, A New Foundry Entrant?

George Ferguson, Bloomberg Intelligence Senior Aerospace Defense & Airlines Analyst, May 6: SpaceX is proposing $55 billion for a new Texas semiconductor fab dubbed TerraFabs. *"Elon Musk likes to control his supply chain… He wants to own a supply chain. He knows semiconductors is a big issue. He knows he's going to need a lot of them… I have a hard time betting against him anymore."* Defense was flagged as another potential customer base. *Bloomberg Intelligence, May 6*

GFS not discussed.

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## 5. Analog / Auto / Industrial Semis

No podcast coverage this week for TXN, ADI, MCHP, ON, NXPI, or STM. A blind spot worth flagging given the auto inventory normalization debate.

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## 6. China / Export Controls / Tariff Impact

Stephen Witt, journalist/author, May 3, briefly referenced Jensen Huang's political maneuvering, securing two policy outcomes: (1) *"lifting chip ban on Chinese sales"* and (2) *"avoiding tariffs on Taiwanese semiconductors."* *Motley Fool Hidden Gems, May 3*

No detailed BIS rule, Section 232/301, or entity-list discussion.

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## 7. Earnings Reactions

| Ticker | Reaction | Key Quote / Detail | Source |
| --- | --- | --- | --- |
| AMD | +17%, ATH | Q1 rev $10.3B; Data Center $5.8B (+57% YoY); Q2 guide $11.2B vs. $10.5B cons.; Mkt cap >$700B; GS PT to $500. Trailing P/E ~144x; fwd P/E ~59x vs NVDA fwd ~24x | The Rundown, May 6; Bloomberg Intelligence, May 6; Squawk on the Street, May 8 |
| CRWV | -8% | Rev >$2B (~2x YoY); GAAP EPS -$1.40 vs -$1.18 cons.; Q2 below cons.; CapEx '26 raised to $31–35B; backlog ~$100B. Cramer: comps to "Google in 2020, where they lost a lot of money and it became dominant." >50% of compute now inference | The Rundown, May 8; Squawk on the Street, May 8 |
| IREN | +10% | Rev $145M (>2x YoY but missed $220M cons.); net loss $248M vs $53M expected. NVDA 5GW partnership; rights to 30M shares at $70 (~$2.1B); $3.4B cloud services deal | The Rundown, May 8 |
| ARM | Up after-hours | Beat on top and bottom; Haas's CPU/GPU ratio commentary catalytic | Squawk on the Street, May 8 |
| SMCI | +15% | Stronger-than-expected guidance despite revenue miss | The Financial Exchange, May 6 |

Michael Intrater, CoreWeave CEO, first-on-CNBC, May 8: *"You're seeing acceleration of demand coming from multiple vectors simultaneously… we're getting hit by this wall of demand from our existing customers that are coming back to us and saying, you've got the best product. We need more."* Confirmed >50% of compute is inference; cited new verticals in financial services (*"chain street and HRT trading coming in and buying massive amounts of compute"*); projected leverage inflection Q3-Q4 2026. *Squawk on the Street, May 8*

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## 8. M&A / Merger Chatter

- **NVIDIA–Corning:** $500M investment, option to $2.7B, 10x fiber capacity expansion. *The Rundown, May 6*
- **NVIDIA–Iron:** 5GW partnership; rights to 30M shares (~$2.1B); $3.4B cloud services deal. *The Rundown, May 8*
- **Broadcom / OpenAI:** Custom training/inference silicon negotiations referenced; no terms disclosed. *Squawk on the Street, May 8*
- **SpaceX TerraFabs:** $55B Texas fab proposal, a potential new foundry entrant. *Bloomberg Intelligence, May 6*

Circular financing watch, Zaid Admani, May 8: *"NVIDIA continues to spread money across the AI ecosystem. They're already one of CoreWeave's biggest investors. Now they're investing in Iron… nobody's asking the circular financing question anymore, but it's worth keeping in mind."* *The Rundown, May 8*

No traditional semiconductor company-acquisition M&A discussed.

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## 9. Cyclicality, Inventory Correction, Peak/Trough Debate

The week's most contentious topic.

### Bear / Caution Case

Peter Bookvar, May 6, the week's most actionable contrarian data point:

> "I am pretty confident that you are seeing a lot of double and triple ordering on fears that companies are not going to get what they need. Now, the market is not thinking that right now, but that's the one caveat I have."

He cited CDW's disclosure that customers are *"front running orders ahead of price increases and worries about supply shortages"*; CDW fell 20% on the disclosure. Direct March 2000 analog: *"I look at Micron from a technical perspective… trading at 135 percent above its 200-day moving average. The SOX in March 2000 peaked at 100 percent above its 200-day moving average."* Acknowledgment on timing: *"for all I know, it can be 2027 before that [reckoning] actually happens."* *CNBC Fast Money, May 6*

Lance Roberts (RIA Advisors), May 7:

> "The acceleration in the price is quite abnormal relative to the growth in the underlying fundamentals… everybody's very excited right now. Earnings estimates are getting very elevated. We're kind of getting ahead of our skis potentially here."

Michael Leibowitz (RIA Advisors): *"This market since COVID has been bubble chasing. It finds a bubble. It chases it. It runs it higher. And then it gives out, meme stocks, SPACs, Bitcoin, NFTs."* Qualified: *"I'm not going to call it a bubble because there are real revenues and real dollars behind it."* Both view a 20–40% correction as *"absolutely normal."* Leibowitz: *"When you get an eventual reversal in these semiconductor stocks, it'll be very quick. It'll happen over a couple of weeks and you'll have a very sharp reversal back to a mean reversion."* Both remain long but are trimming to target weights. *The Real Investment Show, May 7*

Chuck Zahda (Armstrong Advisory Group), May 6: *"Every single semiconductor cycle ends the same way with shareholders in tears eventually."* Cited historical SOX drawdowns of 40–80% and a *"43% drop from mid-[20]24 through early [20]25."* Deep bear scenario on NVDA: *"NVIDIA also spent much of the 2000s and 2010s at about 2x price to sales. So if this market collapses… historically, they were valued 90% lower than today."* *The Financial Exchange, May 6*

David Faber, May 6, citing BTIG: *"The number one NDX stock in '99 was Qualcomm, and SanDisk is beating that right now."* *Squawk on the Street, May 6*

### Bull Rebuttal

Gene Munster, May 6: *"The argument that we're somehow reaching a top here just doesn't jive with what we're seeing in the pace that these companies are trying to implement."* Used autonomous vehicles (~2% of total miles driven) as analog for early AI penetration. *CNBC Fast Money, May 6*

Lisa Su: *"You never want to think about, hey, are we just doing catch-up demand… it's much, much better when you see durable long-term workloads that are just requiring a different amount of compute."* Customer conversations reportedly extending into 2027–2028. *Squawk on the Street, May 6*

Chuck Zahda (acknowledging the bull case while warning): *"There's earnings growth that justifies these price jumps… There's clearly not enough computing power to be able to deal with all of the artificial intelligence need."* *The Financial Exchange, May 6*

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## 10. China Indigenization (SMIC, CXMT, Huawei) & Impact on US Names

No podcast coverage this week. A meaningful blind spot, with no discussion of SMIC, CXMT, Huawei, Big Fund III, domestic lithography, or RISC-V.

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## What I'm Watching Next Week

- **NVIDIA earnings (~May 20):** Karen Feinerman positioned with bull call butterflies; consensus framing per Munster is hyperscaler CapEx +10% but Jensen has guided +40% for next year. The setup is *"lower the bar, the better"* per Feinerman, but the tape is at ATH heading in.
- **Memory ASP read-across:** Watch for any HBM/DRAM/NAND contract pricing data points (no specifics surfaced this week despite the prominent narrative). SK Hynix and Samsung commentary largely absent, needs to be tracked next week.
- **WFE/equipment commentary:** ASML, AMAT, LRCX, KLAC were entirely absent from podcast discussion this week. Watch for any incremental commentary on China-related orders, DUV vs. EUV mix, or memory CapEx spillover.
- **Cyclicality data points:** Track whether Bookvar's *"double and triple ordering"* thesis gets corroborated by additional VAR/distributor disclosures (CDW already -20% on this signal) or refuted by hyperscaler reiteration of demand durability.
- **TSMC monthly revenue:** April was the slowest in six months per Quintanilla. The next monthly print will determine whether this signals supply constraint (bullish for chip names) or early demand softness (bearish).

Compiled from 10 podcast episodes published Apr 30 – May 8, 2026. Coverage gaps to flag: no material podcast discussion of WFE equipment makers (ASML/AMAT/LRCX/KLAC), analog/auto/industrial semis (TXN/ADI/MCHP/ON/NXPI/STM), or China indigenization (SMIC/CXMT/Huawei).

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## Sources

- [Squawk on the Street, May 6](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOg-2BXH1jU6-2Bfvguc5J-2FcNVqVidZhLYFxSiywb5H1rnyFpTH-2Bca0lRFdHL4PoNKla8sVEZDv2xL6d-2FPpY5BHzU0vmkZrFImw4txowgmPXJUDL0A-3D-3DAwPx_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia-2B-2FpW7-2FNx8FyXInWaYk1k-2FKnZ04d3RReSUIb8zXgm5Z4mgCGfsW-2F2u6SApa06S8vxVY8JqgO9qDZ8UkmCrj5Ds6uGFx5rTinWOAh-2BujEfAqTVdCZiw0vRn5l35iJb-2BUlfw-3D-3D)
- [Squawk on the Street, May 8](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjeDbUNI0Ab-2F87-2FVUb-2BTt1-2Bm7nUE0G7LCg5f2tPhCMGBxe3iHS9HjEESbbrAb9LYII2krsSAeKoMw5b-2FgbPczklJykMgeC3BPjQcQgQss34Nw-3D-3DtYs2_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpiawm-2F4UUqdfcSQyBZC13KC55Kbs1RV0u1iC3djhFQFWiRzhNv6xHavtHRe-2BZ6ccCAsEU5HMmROrdODcU7IzVjhpRhkZWzRDbEjZI8n8gs-2BMMjj3ljffAMVndlZBYHuYhAuQ-3D-3D)
- [Bloomberg Intelligence, May 6](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiFPshMcxrsxBa58rmSqQ7i20FeLfTN-2B1mJ-2FF2Zhl1ygGsqpypdYLR-2BMb-2FZuWu1n2BDC7SLNxZnfhTEqB1CCVrOU4e22Lbh4pAMN23LK15Pbw-3D-3Dq74H_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia5vDU5Qm55kVxINjILGmObXR8eQ-2Fqrano1GTni3YvPBujP-2F0Z4mR35zYIKxfmF29vws6dxNn4HdJYmHbhQu1muKQwj3J2agivngJG0Bo3-2Biy1fUenHi-2FLSX-2FZ74aeQ4kIA-3D-3D)
- [CNBC Fast Money, May 6](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhMpbQCJBqkBq0XA2QoRmH-2BPzxLMr5JmGZldvUHhYHEMn9LDPYHcdVoTrEATcp1JJZowStT0-2BRvZImEM8iP0y6aDJRjNt1xE6PPFT-2B6Wh0Cgg-3D-3DoRVw_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia5Ukk-2BbvjW-2F-2BIIX9BlWSS3P7fYJhxwOXLV65XrlZivkwRvWwbuEACCEQmeyBLQvdBufi3OtQZbN1uocwsB11jGe5CUrDIs28W7gkFDWxhAyuufyoIu1Zxb3mJ-2BYea35IWg-3D-3D)
- [The Rundown, May 6](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhZGosupGODZVwtZjHERLJDTsLjK9HItLUF5IZv7YIp-2B16D3xqVwarrGzEfn9RynVCNbVadQFVnFJpvwzvu29G9i5fWrSNP9FEq7aNuMQ6I1g-3D-3DHxAW_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia94GOHZ1jEBr-2FxoAb9gQJy17RXxsVFzIjOdBgts29xhsJbdB-2FiSqNkxQu8Rj0JVfjaSAzODQR1XpWn50cUI9F57VUXrSq61Y25VVLtkyOlgcjH6SFchhik8-2BlgCnj0Z7AQ-3D-3D)
- [The Rundown, May 8](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjc5aPP6aH0J2G9y-2BwxdUivcKQflMReBPOV8hM-2FxUeHRFibTUX34sTvn3vDpSdTQulb6JDmqrq0d-2BWC1ZYVDCIFx2GezMKE5MU-2B7zR5ANBYEg-3D-3Dw8U__7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpiawtT0E0adVRXPSsqb5z-2FX58BcvYXpu-2BNTSEFTDiWVoDQmQ7CAq1rXG-2FpWybK8-2B3vK8UNE6ykPk88qJ6ICs0d0eoTvzdlljtur8yVRgnws0JsyZqs6opCRUSxoj5orGP9dg-3D-3D)
- [The Real Investment Show, May 7](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOh5llp-2F1t64p9eZwJQ2X-2FFg59hAhzgvaxRsQa1fUgDGgeuRlDfEDxmZtXvtblpQROHc-2FmpE2v9TL7wuEjABKgL-2FZuw4yzFajdVOWM9rncC7Mg-3D-3DEQVI_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia2PPlxS3Bk3ZsjXo7yP5vBXXQzaiXsQi8D-2BeioUM1wEjoVk9LmsztuDL8ZSVljjrzE8hikTVwjZv8UrOz8B2xhmJJE9OehQrGW9fPPet8F0C8g6BaLQ2CmQAPEoGVO3hWA-3D-3D)
- [The Financial Exchange, May 6](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjhopAT-2BhVX-2FTduwG0dX34bCM2ggTrrUfp-2BVW9Iq1dYhlWcQLn8ufXp67XyxH7EO5fQY5WVx5xo7mloWCj5MSFDKStf9mLnhuP3487RIcR6bQ-3D-3DBeHq_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia1149jABAjeAnNuVR6EDgRaUbVWGwjX6kHpD82Y49n-2BWf3gkM42uUqaBG6n2wGlymXOHQAR08FtNj3DAZHPlInJRZqPNAfHAfdXdw0pZdtupfxRMM0fmmtQAPkU82BJ4wg-3D-3D)
- [Motley Fool Hidden Gems, Apr 30](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjxXdZN-2Fv9lTsKSmJ6QuriYvx-2BdCffkWxXLEDCUxA-2B8JaTOiVNElfdG2687xEy8zDdffBpCFaZtTGdTGLz0GBrN6GXJyBTPmwyyOZ-2BajrkNRg-3D-3DUgPt_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia-2FnioPWzaDDoX3eZPFxqrpX6mQVDGZkmWhZ2BA-2BBBsk1qI1NPZ8B-2Fjz-2BZAU-2BWlvCF6suxctnBHvuNYV-2FMlDgL9Pq09He7KXgN4Jq-2B0kLa0pxISPb0TTM87fQS4HwxlEWcQ-3D-3D)
- [Motley Fool Hidden Gems, May 3](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOh7-2FMrqjxXUHqsKrS54NaDBSWcicPpaWIgIX4dZVr5732Z7ukROjMAAAIfJXdEMwLN9aTY3JvnFerHI65h967mXLpLF8lchEIfO-2F0h9sZPyUw-3D-3D07jk_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWE9aV71gz1vJ66MwJlDz-2F9XwFFP-2BPMYmYo5AYW8gpia9ZiGaUGYXNFlSjjycBWFrPKSem6vmhhMdID7nLzq2lqQitFYVm07fnzvp6-2B0uCqhjRQAQzLAETbyBTpopjN8udJHBxfWUF0e5gN5qjZw1rW9oBE6Nbp5KMduvATtMMwOQ-3D-3D)

---

```request-access
variant: banner
heading: Run your own corpus.
description: matterfact is deployed with select institutional partners. Request access to run it on your own coverage.
buttonText: Request access
```