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Broadcom gets the OpenAi bump
The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)
Show Notes
30 stocks showing signs of froth
Beyo…
Published on 2 hours ago
Crypto bounces back
Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. a…
Published on 9 hours ago
Earnings arrive as Trump downplays China trade fight
President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24)
Show Notes
The Air…
Published on 1 day ago
Inflation report still in sight
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01…
Published on 3 days, 9 hours ago
Meet Ferrari's Elettrica
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)
Show Notes
J.P. Morgan’s top tech stocks to short
Episode transcript…
Published on 4 days, 1 hour ago
Netflix levels up
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed un…
Published on 4 days, 9 hours ago
Nvidia invests big in xAI
CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)
Show Notes
J.P. Morgan’s top consumer sector shorts
Episode trans…
Published on 5 days, 1 hour ago
Lawmakers urge broader China chip curbs
U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as …
Published on 5 days, 9 hours ago
Gold futures top $4,000
Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)
Show Notes
Paul Tudor Jones has…
Published on 6 days ago
Deals don’t wait ‘til November
Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following …
Published on 6 days, 9 hours ago