Episode Details

Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back.

In this episode:

• The PGA Tour: Scheffler's odds are laughable [0:39]
• Sam Altman says AI is in a bubble—is he right? [3:30]
• Powell at Jackson Hole: What to expect from the Fed Chair [11:40]
• Why Google is scaling up its stake in this highly shorted stock [15:05]
• Amazon's FLEX deal: What are cashless warrants? [21:30]
• Why Wall Street is punishing Target's executive move [27:55]
• The government's stake in Intel: Good for taxpayers or slippery slope? [33:50]
• SPACs are back—will retail investors get screwed again? [47:33]

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