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Meta aims for new AI model in '26
Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)
Show Notes
Goldman’s 39 sweet spot consumer s…
Published on 3 hours ago
Nvidia can ship H200 GPUs to China
President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11) …
Published on 8 hours ago
Paramount goes hostile for Warner
Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)
Show Notes
Is Trump’…
Published on 1 day, 2 hours ago
IBM to buy Confluent in further AI push
IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)
Show Not…
Published on 1 day, 8 hours ago
Fed seen ending the year with a cut
The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)
Show Notes
Earning…
Published on 2 days, 2 hours ago
Wall Street Roundup: Netflix buying Warner Brothers
Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).
Show Notes
Core PCE inflati…
Published on 4 days, 1 hour ago
China's Nvidia soars 500% after IPO
AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 bil…
Published on 4 days, 8 hours ago
Dr Zuckerberg and the Metaverse of sadness
Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)
Show Notes
Top 5 risks for 2026
Episo…
Published on 4 days, 23 hours ago
Mr Nvidia goes to Washington
Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)
Sh…
Published on 5 days, 8 hours ago
The year of the robot approaches
The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)
Show Notes
Stocks crushed by the K
Ai…
Published on 6 days, 1 hour ago