Podcast Episodes
Back to SearchPfizer’s High-Wire Act: TrumpRx, Obesity Bets, and Legal Landmines
Season 1 Episode 31
Pfizer just cut a headline-grabbing deal with Donald Trump to slash drug prices under “TrumpRx,” betting political goodwill is worth thinner margins.…
1 year, 1 month ago
Bloom Energy Rides the AI Power Boom — But Can It Deliver?
Season 1 Episode 30
Bloom Energy stock has skyrocketed from the teens to the mid-80s on the back of AI’s insatiable demand for power. With Oracle and American Electric P…
1 year, 1 month ago
EA Goes Private: $55B Buyout Shakes the Gaming Industry
Season 1 Episode 29
Electronic Arts just dropped a bombshell — a $55 billion buyout that takes the gaming giant private at $210 per share. The move comes after a rocky y…
1 year, 1 month ago
Robinhood Rockets Into the S&P 500 — Banking, Crypto, and Venture Plays
Season 1 Episode 28
Robinhood stock just ripped to record highs after landing a spot in the S&P 500 and posting blowout earnings. But the real story? They’re transformin…
1 year, 1 month ago
AST SpaceMobile’s Painful Earnings Miss: Dream vs. Reality
Season 1 Episode 27
AST SpaceMobile just crashed over 10% after posting brutal earnings — revenue came in at only $1.15M vs. the $5.5M analysts expected. Investors are l…
1 year, 1 month ago
CarMax Tanks 20%: Defaults Rising and Demand Crashing
Season 1 Episode 26
CarMax just reported earnings — and Wall Street slammed the brakes. Used car sales are down, defaults are creeping higher, and a surprise inventory h…
1 year, 1 month ago
Compass Bets $10B on Anywhere: The World’s Largest Brokerage Is Born
Season 1 Episode 25
Compass just pulled off a blockbuster — a $10 billion all-stock takeover of Anywhere Real Estate, parent of Coldwell Banker, Century 21, and Sotheby’…
1 year, 1 month ago
Affirm Tanks 8%: Insider Moves and Profitability Jitters
Season 1 Episode 24
Affirm’s stock just slid more than 8%, and investors aren’t shrugging it off. Between insider selling signals, rising credit risks, and a ticking clo…
1 year, 1 month ago
Tencent’s AI Pivot and Global Push: Can It Outrun Regulation?
Season 1 Episode 23
Tencent just raised $1.27B in offshore bonds, is cutting back spending, and betting big on AI with domestic Chinese chips. Add in a Saudi cloud expan…
1 year, 1 month ago
Alibaba’s Big AI Pivot: From E-Commerce Giant to China’s Cloud Powerhouse
Season 1 Episode 22
Alibaba stock is up nearly 90% this year, fueled by a bold shift into cloud, AI, and homegrown chips. With a $3.2B bond raise, a massive data center …
1 year, 1 month ago