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The largest oil supply shock ever
IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) …
2 months, 3 weeks ago
Atlassian trims staff for AI
Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and …
2 months, 3 weeks ago
Inflation holds, but oil looms
February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:…
2 months, 3 weeks ago
Oracle beat sends shares up
Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon …
2 months, 3 weeks ago
Ex-Meta AI chief LeCun's startup raises $1B seed
AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill A…
2 months, 3 weeks ago
AI spending drives TSMC
TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ti…
2 months, 3 weeks ago
Anthropic sues Pentagon over AI ban
Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims …
2 months, 3 weeks ago
G7 weighs oil market boost
G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sa…
2 months, 3 weeks ago
How high can oil go?
Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyper…
2 months, 3 weeks ago
India to buy Russian oil as war disrupts supplies
U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)
Episode transcri…
2 months, 4 weeks ago