Podcast Episodes
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Here comes the boom: Nvidia
Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05…
1 year, 3 months ago
Tesla, crypto and the Trump trade
Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Tru…
1 year, 3 months ago
Ford hit with $165M fine for recall delay
NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car c…
1 year, 3 months ago
Disney makes a splash with guidance
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist wit…
1 year, 3 months ago
Amazon unveils ‘Haul’ for Temu, Shein showdown
Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta t…
1 year, 3 months ago
No panic on 'crispy' inflation just yet
Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)…
1 year, 3 months ago
Frontier reportedly drops bid for Spirit
Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomber…
1 year, 3 months ago
Retail sales bounce back
National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell br…
1 year, 3 months ago
Southwest Airlines grounds workforce to match capacity
Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidenta…
1 year, 3 months ago
Nvidia gets a big vote of confidence
Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could l…
1 year, 3 months ago