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Wall Street Roundup: market reacts to earnings
Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30)…
4 months ago
Broadcom gives AI traders another headache
Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)
Show Notes
Oracle's plunge…
4 months ago
Disney licenses characters to OpenAI
Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)
Show Notes
Lilly’s next-g…
4 months ago
Oracle tumbles on revenue miss
The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old…
4 months ago
3rd straight FOMC cut, but dissents grow
FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:2…
4 months ago
Big bitcoin bull cries uncle
Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big s…
4 months ago
Meta aims for new AI model in '26
Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. …
4 months, 1 week ago
Nvidia can ship H200 GPUs to China
President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says…
4 months, 1 week ago
Paramount goes hostile for Warner
Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant followi…
4 months, 1 week ago
IBM to buy Confluent in further AI push
IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolli…
4 months, 1 week ago