Podcast Episodes
Back to Search
Netflix taps out on WBD
Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestri…
3 months, 1 week ago
AI premium fades as staples surge
Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg …
3 months, 1 week ago
C3.ai’s big miss
C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow …
3 months, 1 week ago
Microsoft, Nvidia, Uber back Wayve's $1.2B funding
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory h…
3 months, 1 week ago
UBS hikes private credit default view
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theat…
3 months, 1 week ago
FedEx demands tariffs return to sender
FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock fall…
3 months, 1 week ago
Futures slip amid renewed tariff-related uncertainty
Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines an…
3 months, 1 week ago
Wall Street Roundup: Supreme Court Rules
Walmart, Carvana and Blue Owl earnings; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)
Episode transcripts: seekingalpha.…
3 months, 2 weeks ago
Carvana drops despite higher sales
Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets …
3 months, 2 weeks ago
Japan sends $36B flowing into U.S. energy
SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online aft…
3 months, 2 weeks ago