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Ex-OpenAI researcher bets against Nvidia
Ex-OpenAI researcher bets against Nvidia

Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boost…

2 weeks, 1 day ago

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Markets eye Iran pause
Markets eye Iran pause

Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:…

2 weeks, 1 day ago

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Berkshire back in department stores after 60 years
Berkshire back in department stores after 60 years

Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululem…

2 weeks, 2 days ago

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Next era of power
Next era of power

NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in…

2 weeks, 2 days ago

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Nvidia faces priced-in perfection
Nvidia faces priced-in perfection

Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation ris…

2 weeks, 3 days ago

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Wall Street Saturday: Shorting consumer stocks with George Noble
Wall Street Saturday: Shorting consumer stocks with George Noble

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30)

Show Notes: 
Best Income…

2 weeks, 4 days ago

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Wall Street Roundup: Macro Week
Wall Street Roundup: Macro Week

Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy …

2 weeks, 5 days ago

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POET deal sparks surge
POET deal sparks surge

POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (…

2 weeks, 5 days ago

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Ford rallies on energy storage push
Ford rallies on energy storage push

Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as…

2 weeks, 6 days ago

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Cerebras sells like hot chips
Cerebras sells like hot chips

AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netfli…

2 weeks, 6 days ago

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