Episode Details

AI stocks are surging, lifting the S&P 500 and Nasdaq while the Dow dips—driven by big gains in Broadcom and Micron as investors bet big on AI’s future. SK Hynix is set to launch one of the largest U.S. stock offerings ever, aiming for $28 billion despite recent volatility. Meanwhile, TeraWulf shifts gears from bitcoin mining to high-performance computing with a $19 billion 20-year deal with Anthropic. Globally, oil prices hold steady after OPEC+ boosts output, Treasury yields ease, and U.S. business growth matches expectations—with some firms benefiting from lower fuel costs.

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