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House reps target DeepSeek government ban
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnin…
1 year, 7 months ago
MicroStrategy rebrands, doubles down on Bitcoin
MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns ove…
1 year, 7 months ago
Post Office quickly rethinks China package ban
https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:po…
1 year, 7 months ago
Alphabet slips as AI growth drives higher capex
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates j…
1 year, 7 months ago
Soaring egg prices lead to emergency Waffle House measures
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)
Show Notes
Poll: I…
1 year, 7 months ago
Palantir soars on earnings, outlook
Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal an…
1 year, 7 months ago
U.S. and Mexico quickly reach tariff delay deal
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets…
1 year, 7 months ago
Tariff battles begin
Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).
Show Notes:
Musk calls U…
1 year, 7 months ago
No Groundhog Bump this year
Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.…
1 year, 7 months ago
DeepSeek! More Earnings! Trump!
DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop pos…
1 year, 7 months ago