Podcast Episodes
Back to Search
Wall Street Roundup: Macro Week
Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy …
2 months, 2 weeks ago
POET deal sparks surge
POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (…
2 months, 2 weeks ago
Ford rallies on energy storage push
Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as…
2 months, 2 weeks ago
Cerebras sells like hot chips
AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netfli…
2 months, 2 weeks ago
Wholesale inflation hits post-Covid levels
PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking s…
2 months, 2 weeks ago
Dimon warns markets too giddy
Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:…
2 months, 2 weeks ago
eBay rejects GameStop bid
Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quant…
2 months, 2 weeks ago
Trump targets pump prices
Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lin…
2 months, 2 weeks ago
AI lessons from Ma Bell
Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Bran…
2 months, 2 weeks ago
Futures dip as oil jumps
Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01…
2 months, 3 weeks ago