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Jersey Mike’s prices at $23
From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stoc…
1 month, 2 weeks ago
Fed holds rates and markets ain't happy
Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)
Show Notes
Stocks tumbl…
1 month, 3 weeks ago
Meta, Microsoft earnings test
Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02…
1 month, 3 weeks ago
Amazon revamps AI strategy
Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)
Show Not…
1 month, 3 weeks ago
Chips drag Korea lower
Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—…
1 month, 3 weeks ago
OpenAI agent went rogue for days
The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods ord…
1 month, 3 weeks ago
A fine mess for Waymo
Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) …
1 month, 3 weeks ago
Intel flexes on Q2 beat
Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)
Episode …
1 month, 3 weeks ago
ServiceNow's answer to rogue AI
ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) me…
1 month, 3 weeks ago
Super Micro heats up
Super Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06)
Episode t…
1 month, 4 weeks ago