Podcast Episodes
Back to Search
Hollywood gets the tariff treatment
Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)
Show Notes
BMO embrac…
Published on 2 weeks ago
Gold extends record run
Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume t…
Published on 2 weeks ago
Will Fed's Powell make it to jobs day?
September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39)
Show Note…
Published on 2 weeks, 1 day ago
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs…
Published on 2 weeks, 3 days ago
Tariffs hit pharma
Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflati…
Published on 2 weeks, 3 days ago
What weak economy?
Three strong economic reports give the Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-flying Oracle gets a rare bear. (2:18)
Show Notes
Is the S&P the new risk-free rate?
Episode transcripts…
Published on 2 weeks, 4 days ago
Intel and Apple: A Deal in the Making?
Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow. (01:28) Passenger car sa…
Published on 2 weeks, 4 days ago
NFL wants new TV deal ASAP
NFL Commissioner says the league is leaving money on the table. (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor. (2:57)
Show Notes
Goldman…
Published on 2 weeks, 5 days ago
Alibaba to boost AI investment
Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Ame…
Published on 2 weeks, 5 days ago
Next stage of AI revolution arrives
Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)
Show Notes
Nvidia is keeping…
Published on 2 weeks, 6 days ago