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Inflation data invigorates stocks, bonds
Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)
Show Notes
The Mome…
1 year, 1 month ago
Saudi Aramco poised to bet on lithium
Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of T…
1 year, 1 month ago
Microsoft in pole position for Agentic AI
Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5%…
1 year, 1 month ago
Pay to Stay: Starbucks refreshes store rules
Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from …
1 year, 1 month ago
Retail stocks punished after holiday updates
As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at n…
1 year, 1 month ago
Canada ready to counter Trump tariffs
Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay pac…
1 year, 1 month ago
Big banks kick off earnings season
JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires coul…
1 year, 1 month ago
Intertwined markets and upcoming earnings
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30).…
1 year, 1 month ago
Wildfire costs blaze toward historic highs
AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over…
1 year, 1 month ago
Nvidia pulls the rug out from under quantum stocks
NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL…
1 year, 1 month ago