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Apple alleges AI heist
Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32) Wall Street is craving CAKE. (02:31)
Episode transcripts seeking…
2 months ago
Earnings, inflation take center stage
Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)
Show Notes
U.S…
2 months, 1 week ago
Wall Street Roundup: carving up the AI trade
Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)
Show …
2 months, 1 week ago
SK Hynix lands record U.S. debut
Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)
Sh…
2 months, 1 week ago
Levi's frayed forecast
Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)
Episod…
2 months, 1 week ago
Oil futures surge on strikes
U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasin…
2 months, 1 week ago
We are in a bubble
Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility a…
2 months, 1 week ago
Walmart turns up discounts
Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)
Epi…
2 months, 1 week ago
Wall Street’s bulls, few bears
Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)
Episode transcript…
2 months, 1 week ago
Big catalyst week for SpaceX
SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)
Show…
2 months, 2 weeks ago