Podcast Episodes

Eli Lilly’s Got A Sparkling New AI Biopharma Deal, And European Inflation Fears Are Rising

The US maker of Zepbound just signed a $2.75 billion deal with Hong Kong-based Insilico Medicine for an AI-developed drug – while eurozone consumers …

6 months, 1 week ago

Anthropic Wants A Big IPO – And Everyone Wants Anthropic – While Alphabet’s New AI Algorithm Is Rattling Memory Chip Firms

The creator of the Claude chatbot is laying plans for an October stock debut – while Alphabet’s new system can run AI models with way less memory, an…

6 months, 1 week ago

Infinite Scroll Got Its Day In Court, And Lost – While SpaceX Wants To Make Its IPO Launchpad Even Bigger

A jury just agreed that Meta and Google’s platforms are addictive, and Elon Musk’s space company is aiming for a $1.75 trillion debut.

Today’s stories…

6 months, 1 week ago

SK Hynix Wants A US Stock Listing, And UK Inflation Captured A Bygone Era

SK Hynix wants a US stock listing and a bigger global profile, while UK inflation captured a bygone era – as in, four weeks ago.

Today’s stories:

6 months, 2 weeks ago

Revolut’s Results Told A Bigger Story About The Market, And Ares Became The Latest Symbol Of Private Credit Uncertainty

Revolut’s blockbuster results told a bigger story about the private market, while Ares Management became the latest symbol of private credit uncertai…

6 months, 2 weeks ago

Stocks Bounced As The US Backed Off On Iran, And Berkshire's First Big Buy Under Its New CEO Has A Very Buffett Feel To It

Stocks bounced as the US backed off its Iran infrastructure threat, and Berkshire Hathaway’s first big buy under its new CEO has a very Warren Buffet…

6 months, 2 weeks ago

The Middle East Conflict Is Driving Food Costs Higher, And OpenAI Is Developing A Desktop Super-app

Food prices are starting to rise as the Middle East conflict chokes fertilizer supply, while OpenAI is designing a desktop super-app, with hopes of m…

6 months, 2 weeks ago

Oil And Gas Prices Rose, And A Trio Of Central Banks Held Interest Rates Steady

Oil and gas prices rose as conflict in the Middle East intensified, while a trio of central banks announced decisions to stand pat.

Today’s stories:

6 months, 2 weeks ago

Nvidia’s CEO Thinks He’s Spotted The Next ChatGPT, And The Fed Kept Interest Rates Unchanged

The Fed kept interest rates unchanged in a near-unanimous decision, while Nvidia’s CEO thinks he’s spotted the next ChatGPT – and it’s AI agent platf…

6 months, 3 weeks ago

The Memory Chip Crunch Is Probably Sticking Around, And Private Credit Defaults Could Be About To Swell

AI’s chewing through memory chips faster than ever, so the global supply crunch will probably stick around, while Morgan Stanley warned that private …

6 months, 3 weeks ago