Podcast Episodes
Back to SearchNvidia And AMD Will Be Allowed To Sell Chips In China, And Investors Piled Into Lithium After News Of A Major Mining Shutdown
Nvidia and AMD will be allowed to sell chips in China – but they’ll be paying the US government for the privilege – while investors piled into lithiu…
1 year, 2 months ago
The US President Just Let 401(k)s Invest In Alternative Assets, And Meta Teed Up A Massive $29 Billion AI Investment
The US president just let 401(k) plans invest in crypto, real estate, and private equity – and if you’re aiming to spend your golden years on a yacht…
1 year, 2 months ago
The US President Announced A 100% Tariff On Foreign Chips, And SoftBank Shot The Lights Out Last Quarter
The US president will stamp a 100% tariff rate on the world’s chipmakers… unless they pledge allegiance to the flag, while SoftBank shot the lights o…
1 year, 2 months ago
The US President Ousted America’s Chief Number‑Cruncher, And OpenAI Is Negotiating A Secondary Share Sale
The US president ousted America’s chief number‑cruncher – and now investors fear the math might start taking sides – while OpenAI has a tactic to kee…
1 year, 2 months ago
SoftBank's Big AI Bets Have Been Paying Off, And Aramco Ramped Up Oil Production But Profit Didn't Budge
SoftBank placed huge bets on AI earlier in the year – and they’ve come good since – while Aramco ramped up its oil production, but the Saudi-owned fi…
1 year, 2 months ago
Sales Fell At Luxury Brands LVMH, Prada, And Moncler, And The US President Is About To Make Two Very Important Hires
Sales fell at luxury brands LVMH, Prada, and Moncler, as currency swings encouraged foreign shoppers to keep their wallets closed, while the US presi…
1 year, 2 months ago
American Investors Paid A Record Premium For TSMC’s US-Listed Shares, And Switzerland, Canada, And Taiwan Were Handed Steep Tariffs
American investors paid a record premium for TSMC’s US-listed shares, while Goldman Sachs issued a warning about “speculative” trading, and Switzerla…
1 year, 2 months ago
Apple And Amazon Both Beat Expectations, While Countries Rushed To Strike Last-Minute Trade Deals With The US
Apple and Amazon both slammed down better-than-expected results for last quarter – but their forecasts for this one weren’t quite as reassuring – and…
1 year, 2 months ago
Stockpicking Hedge Funds Are Finally Seeing Results, And Anthropic Could Become One Of The World’s Most Valuable Startups
Stockpicking hedge funds are finally seeing results – and, after years of rejection, investors are giving them another chance, while Anthropic’s late…
1 year, 2 months ago
Fidelity Thinks That Gold Is Set To Rise, And Software Startup n8n Could Be Worth $1.5 Billion
Investment management firm Fidelity read gold’s tarot cards – and they were full of fortune – while German software startup n8n could fetch a $1.5 bi…
1 year, 2 months ago