Podcast Episodes
Back to Search
AMD rockets on OpenAI deal
OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)
Show Notes
Young Wall Streeters say this is the essential human skill …
Published on 1 week ago
Tesla spins up speculation
Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift…
Published on 1 week ago
OpenAI DevDay kicks off week as shutdown persists
Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47) Bitcoin top $125,000 for first time. (2:57)
Show Notes
Which i…
Published on 1 week, 1 day ago
Shutdown freezes release, not data
How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO say…
Published on 1 week, 3 days ago
AOL back in the merger game
Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)
Show Notes
12 top ta…
Published on 1 week, 4 days ago
Half a trillion and counting
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed a…
Published on 1 week, 4 days ago
ADP steals spotlight and reports jobs losses
With BLS down to one person, ADP payrolls jolt market with 32K drop. (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)
Show Note…
Published on 1 week, 5 days ago
Senate vote triggers government shutdown, data delays
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)
Episode transcripts seekingalpha.com/…
Published on 1 week, 5 days ago
Spotify CEO hands over the reins
Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)
Show Notes
Is the labor market stron…
Published on 1 week, 6 days ago
Weed stocks light up
Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (…
Published on 1 week, 6 days ago