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The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. Jason Moser and Asit Sharma discuss the shockwaves of a cheaper, more efficient option in AI compute, why big tech leaders like Microsoft and Meta are sticking to their buildout plans, and Apple’s continued struggles to find growth with the iPhone and its China business. Then, 19 minutes in, the earning rundown continues: Tesla finishes a flat year, but has big futurey plans for 2025 and 2026, Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks”, and Visa and Mastercard show the consumer is still doing quite alright. Finally, 34 minutes in, Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW. Host - Dylan Lewis; Guests - Jason Moser, Asit Sharma

More than a million people switched current account last year — the second time it has ticked over the 1m mark. So, who is winning the switching battle and is it all driven by people chasing a quick and easy buck from banks? Lee Boyce and Georgie Frost dive into the data and also look at why you might not be rich enough to bank with HSBC anymore — if you want its exclusive account. The Government rules out forcing businesses to accept cash — is that a smart move? Need help with your tax return? HMRC slammed for poor customer service record via the telephone, is all the criticism justified? And your next car insurance quote might just be significantly lower, as Lee sees a huge drop with an auto-renewal that had him smiling from ear-to-ear.

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss whether the DeepSeek story changes how investors should view off-the-walls AI spending, the future of Reality Labs, Microsoft’s $13Bn-and-growing AI business, and why “fungible fleet” is a potentially ominous phrase for Sam Altman. Companies discussed: META, MSFT, NVDA. Host - Mary Long; Guest - Asit Sharma

The tech battle between China and the U.S. is heating up — one player just showed the world that AI can be done well with a lot less. Tim Beyers and Dylan Lewis discuss the Chinese app that is shaking up the AI landscape — DeepSeek — and how its leaner, less resource-intensive approach will affect artificial intelligence technology, why software prowess and efficiency will be the major themes for AI in 2025, and what to focus on when the affected big tech companies — Apple, Microsoft, Meta, ASML — report earnings this week. Then, 19 minutes in, Senior Fool Analyst David Meier interviews John Zahurancik Fluence Energy’s President of the Americas about the utilities side of the renewables market. Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC. Host - Dylan Lewis; Guests - Tim Beyers, David Meier, John Zahurancik

Efforts to lose weight can feel like however hard you try to do the right thing, you make little progress. Those who like games can use terms like winning, losing — or cheating? What must you do to win? If this analogy applies to you, ask yourself if you've defined the rules properly. If your criteria are too vague, it can feel like it's going nowhere: so change the rules to make it winnable. Focus on day-to-day choices rather than impossible standards, and progress may become more realistic.

James Cameron-Wilson says that box office is down 21%, although A Complete Unknown remains #1. The Mel Gibson thriller Flight Risk is #4 with Michelle Dockery and Mark Wahlberg excellent in a well-produced, tight piece of hokum which actually drew a round of applause in the cinema. On Netflix, James found Bank of Dave 2: The Loan Ranger with Rory Kinnear, about the iniquity of payday lenders, superior to the first film. It's more believable and he was perfectly engaged. He also discusses the Oscar nominations, including the snubs, the disappointments and the surprises.

Share Radio's tech guru Steve Caplin discusses the Chinese AI DeepSeek, which he finds as good, if not better, than previous AI programs. Although it is heavily censored when it comes to China, Steve explains how you can get around it, even to read about "Tank Man". There's also an omnidirectional bike, a motorbike-cum-dirt-bike-cum-snowmobile, a watch with a mechanical snake, an expensive watch-winding gizmo and a fantastic-looking Dutch super sub.

Russ Mould of A J Bell looks at the disruption to US AI stocks caused by the arrival onto the scene of Deep Seek. If it indeed turns out to be cheaper to train and run, then it throws an enormous spanner in the wheels of the American tech stocks. It also shows just how incredibly volatile those highly-priced shares are. Russ recalls that after previous tech bubbles burst, those stocks went into the deep freeze for long periods. In the UK most of our silicon tech stocks have been taken over so we are less affected and perhaps the inherent value of the UK market will offer some protection.