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Cerebras leads IPO rush
Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with en…
2 months, 3 weeks ago
Wall Street Roundup: Market turning lemons into limoncello
Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)
Show Notes:
SA Investing Community we…
2 months, 3 weeks ago
Cloudflare trades staff for AI
Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. …
2 months, 3 weeks ago
DOJ probes timed oil trades
DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon e…
2 months, 3 weeks ago
SpaceX sets course for one Musk rule
SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) …
2 months, 3 weeks ago
Disney rallies on broad growth
Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade dra…
2 months, 3 weeks ago
Soda & chips: McDonald's and AMD in focus
McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance…
2 months, 3 weeks ago
Global borrowing costs soaring
The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen tar…
2 months, 3 weeks ago
Pinterest Pins Premarket Pop
Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance …
2 months, 3 weeks ago
Cerebras seeks $3.5B IPO
AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) Bl…
2 months, 4 weeks ago