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Oil tariff exclusion
Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00).
Show Notes
Nasdaq fut…
1 year, 6 months ago
GDP cools as firms prep for tariffs
Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok…
1 year, 6 months ago
American Airlines jet, Army helicopter collide near Reagan
American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY)…
1 year, 6 months ago
Fed holds rates with little sign of urgency
The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China s…
1 year, 6 months ago
ASML tops Q4 estimates, unveils 2025 outlook
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek impr…
1 year, 6 months ago
Tesla, BMW drive into EU tariff battle
Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:5…
1 year, 6 months ago
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, 6 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, 6 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, 6 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, 6 months ago