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New Tariffs, the U.S. Push for Key Metals, and Countdown to Shutdown 9/26/25

President Trump announcing a new wave of tariffs targeting pharmaceuticals, furniture and trucks. The U.S. has 'big time' momentum in its rare earths…

3 months, 2 weeks ago

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TikTok's U.S. Investors, Private Equity Falters and OpenAI Continues Spending 9/25/25

David Faber has new reporting on who will control TikTok's future in the U.S.  Private equity firms struggle to deploy capital. And is OpenAI's massi…

3 months, 2 weeks ago

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AI's Power Problem, Precious Metals Climb and Home Sales Soar 9/24/25

Bloom Energy has lost nearly a fifth of its value this week as the street casts doubt on its valuation--we talk to the CEO. Why the rally in gold can…

3 months, 2 weeks ago

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Nvidia Invests in OpenAI, Pfizer Pushes into Obesity and $100K H-1B Visas 9/22/25

Nvidia shares hit a record high after announcing a $100 billion investment in OpenAI. Is Pfizer about to become a major player in the obesity space? …

3 months, 2 weeks ago

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Dual Role for Bessent, xAI's New Valuation and iPhone 17 Launch Day 9/19/25

Steve Bannon floats the idea that Treasury Secretary Bessent could simultaneously lead the Federal Reserve through the midterm election. A fresh fund…

3 months, 3 weeks ago

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Intel's Surge, Vaccine Recommendations and Kimmel's Indefinite Suspension 9/18/25

Intel shares climb after Nvidia announces a $5B investment.  Positive trial results raise Novo Nordisk shares. Plus, inside ABC's suspension of "Jimm…

3 months, 3 weeks ago

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The Fed Decision: Markets, Politics, and Housing 9/17/25

The Federal Reserve expected to cut rates by a quarter-point... we break down the market impact, Trump's feud with Lisa Cook, and whether lower inter…

3 months, 3 weeks ago

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“Most Fraught” FOMC Meeting, Weight Loss Wars, and Sweet on Hershey’s 9/16/25

Paul McCulley makes the case for a quarter-point cut at what he calls the "most fraught" FOMC meeting in the past 40 years. Eli Lilly and Novo Nordis…

3 months, 3 weeks ago

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The SPAC is back, The Fed & Financials & no more quarterly reports? 9/15/25

It's the busiest year for SPACs since 2021. The unusual case of rate cuts with bank stocks at record highs, and the President says quarterly reports …

3 months, 3 weeks ago

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The Exchange 9/12/25

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

3 months, 4 weeks ago

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