Jackson Ader
Managing Director of Software Equity Research at KeyBanc Capital Markets who covers enterprise software and cloud infrastructure, appearing to analyze Oracle's earnings and AI demand.
Top 3 podcasts with Jackson Ader
Ranked by the Snipd community
198 snips
Mar 12, 2026 • 30min
What $4 Gas Would Do to the Economy
Jackson Ader, Managing Director of Software Equity Research at KeyBanc, offers quick takes on Oracle, cloud growth, and AI infrastructure demand. Mark Zandi, Chief Economist at Moody’s Analytics, breaks down February inflation, how Middle East tensions pushed oil and pump prices, and what sustained $4 gas would cost households and the economy.
44 snips
Mar 23, 2026 • 59min
OpenAI’s Shopping U-Turn Complications, Nvidia’s Groq Chip, Synthesia’s AI Video for Enterprise
Cory Weinberg, deputy bureau chief covering Anduril’s Ohio factory and manufacturing strategy. Jackson Ader, KeyBanc MD tracking stock-based compensation trends at software firms. David Levy, Porch Capital partner and ex-AWS bizdev analyzing chip and memory shifts. They dig into OpenAI’s retreat from in-chat shopping, SRAM vs HBM memory choices for AI inference, and Anduril’s big manufacturing push in Ohio.
37 snips
Nov 24, 2025 • 51min
OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025
In this discussion, technology reporter Theo Wayt reveals Elon Musk’s ambitious strategy to replace X staff with xAI's Grok and introduces the Siboleyev twins driving this initiative. Zack Lloyd, CEO of Warp, shares findings showing Google’s Gemini 3.0 outperforms OpenAI in coding tasks. Jackson Ader, a software equity analyst, provides insights on how AI could shape future earnings for companies like Zoom and Salesforce, while also highlighting NVIDIA’s soaring cash flow and strategic investments to maintain its market edge.
