In Episode 62 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes Sevin Yeltekin, the new dean of the GW School of Business, for a discussion on her leadership experience, the role of AI in education, and her vision for the school. Dean Yeltekin highlights her passion for building programs, fostering innovation, and preparing students for a future shaped by AI and rapid market disruptions. She emphasizes the importance of pairing technical proficiency with domain knowledge, communication, and teamwork. Dean Yeltekin advises students to embrace adaptability, lifelong learning, and the confidence to tackle complex problems, while expressing optimism about their talent and potential to grow into future leaders at GW.

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In Episode 61 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Qualcomm (QCOM), a GWII portfolio holding and underappreciated player in the AI and 5G ecosystem. Qualcomm leads the industry in modem chips, Snapdragon processors, edge computing, and automotive technology, and stands to benefit from the commercialization of low-Earth orbit satellites. Lake points to Qualcomm’s strong gross and net margins, steady cash flow, and $172 billion market cap, but also raises concerns about its limited revenue growth projections of only 2% in 2026, modest management execution, and the risk of a value trap for investors. Lake concludes that while Qualcomm faces real growth challenges, it remains a solid, underrecognized player that deserves close investor attention as new technologies continue to evolve.

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More from the “Market News with Rodney Lake” Podcast:
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Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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TikTok: https://www.tiktok.com/@gwinvestmentinstitute
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 60 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reviews broad market trends, including strong year-to-date performance of the S&P 500, payroll revisions that signal weaker job growth, the likely Federal Reserve interest rate cuts, and the competitive tech industry. He highlights how AI spending continues to drive markets, focusing on Apple’s lagging AI strategy, high valuation, and whether its loyal customer base and ecosystem can sustain its market position with the iPhone 17 launch. Rodney also examines the competitive dynamics within the semiconductor and satellite industries, discussing Nvidia’s rapid growth, valuation, and ecosystem advantages against rivals like Broadcom, AMD, and Qualcomm. He further explores how Starlink’s direct-to-mobile broadband expansion and Amazon’s Kuiper Project could reshape communications and benefit companies like Qualcomm and Amazon. Throughout, Rodney underscores the importance for investors and analysts to stay attentive to these technological shifts, leverage tools and research, and anticipate how AI, semiconductors, and satellite innovations may drive long-term growth and market opportunities.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
Instagram: https://www.instagram.com/gwinvestmentinstitute/
LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
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.