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DeepSeek deep sixes stocks
AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts se…
1 year, 2 months ago
China's DeepSeek outshines U.S. AI giants
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified …
1 year, 2 months ago
Powell v Trump and megacap earnings
Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting …
1 year, 2 months ago
Interesting earnings action coming
Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a sn…
1 year, 2 months ago
Allurion soars on balloon and GLP-1 study plans
Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (…
1 year, 2 months ago
Don't call it a GE comeback
GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150…
1 year, 2 months ago
EU weighs EV subsidies amid struggles
EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (…
1 year, 2 months ago
Project Stargate is a go
The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY…
1 year, 2 months ago
Netflix bills climb, shares rise
Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars…
1 year, 2 months ago
Google spinoff sees AI drug trials this year
Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for majo…
1 year, 2 months ago