Scott Devitt
Managing Director of Equity Research at Wedbush Securities; provides equity research and commentary on technology and earnings (appears to discuss Meta and Alphabet results).
Best podcasts with Scott Devitt
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309 snips
Feb 5, 2026 • 33min
Google Doubles Down on Spending as AI Fear Returns
Rohan Goswami, Semafor business reporter covering Capitol Hill antitrust drama. Jared Holtz, Mizuho healthcare strategist on GLP-1 market dynamics. Scott Devitt, Wedbush tech analyst on earnings and capex. They discuss Google doubling capex and AI-driven revenue, the GLP-1 winners and pricing shifts, the Netflix/Warner political hearing, and why software stocks are under pressure.
190 snips
Oct 30, 2025 • 29min
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Join Scott Devitt, Managing Director at Wedbush Securities, and Gil Luria, Head of Technology Research at D.A. Davidson, as they dissect the latest in tech stocks. Devitt analyzes why Meta's shares plummeted despite record revenues, citing a hefty tax charge and rising expenses. Luria offers insights into NVIDIA's astonishing $5 trillion milestone, exploring the implications of AI demand on chip supply. Both guests speculate on the future of AI investments and NVIDIA's competitive edge, while weighing market excitement against potential valuation risks.
