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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
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
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
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
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
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
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
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
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
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