Podcast Episodes
Back to Search
Activist Elliott loads up on lululemon
Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply …
2 months, 1 week ago
Oil snaps back
Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) R…
2 months, 1 week ago
Unemployment rate keeps climbing
Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49…
2 months, 1 week ago
Ford takes $19.5B EV reset
Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock …
2 months, 1 week ago
Tesla stock seen having a monster 2026
Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worrie…
2 months, 1 week ago
Roomba maker files for bankruptcy
Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)
Show No…
2 months, 1 week ago
Wall Street Roundup: market reacts to earnings
Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30)…
2 months, 2 weeks ago
Broadcom gives AI traders another headache
Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)
Show Notes
Oracle's plunge…
2 months, 2 weeks ago
Disney licenses characters to OpenAI
Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)
Show Notes
Lilly’s next-g…
2 months, 2 weeks ago
Oracle tumbles on revenue miss
The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old…
2 months, 2 weeks ago