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What will Powell say at Jackson Hole?
Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)
Show Notes
Earnings Calendar
Dividend Roundup
Epis…
Published on 1 week, 1 day ago
UnitedHealth jumps as funds boost stakes
Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: repor…
Published on 1 week, 3 days ago
Wholesale inflation soars
The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)
Show Notes
Ethereum to $15,000 by year end…
Published on 1 week, 4 days ago
Bullish soars 84% on debut
Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion o…
Published on 1 week, 4 days ago
CAVA slides on sales miss
CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to …
Published on 1 week, 5 days ago
CPI arrives in line as core inflation trends up
The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)
Show Notes
Citi boosts its S&P target
Episode …
Published on 1 week, 6 days ago
Trump picks EJ Antoni for BLS top job
Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless per…
Published on 1 week, 6 days ago
Audiences return to theaters
AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)
Show Notes
The …
Published on 2 weeks ago
U.S. companies absorb tariff hit
U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team…
Published on 2 weeks ago
Inflation expected to tick up
The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)
Show N…
Published on 2 weeks, 1 day ago