Episodes
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Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors
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Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm
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Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier
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Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal
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Why You Should Take More Risks in Your 20s (ft. Jack Raines)
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Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play
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Broadcom Falls Despite AI Growth, Google Escapes a Breakup
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Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro
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Amazon Sued Over Ad Prices, Shein's IPO Falls Flat
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Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes
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SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu)
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Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok
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Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears
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OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings
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Bond Market Chaos Sends Bitcoin Soaring, Apple Unveils New Generation of Macs
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U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming
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CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs
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Deep Dive: Is the Era of Cheap Money Over?
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Unitree Surges 460% In Wild IPO Debut, Anthropic Looks to One-Up SpaceX
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Bessent Steps In with Rare Bond Buyback, Walmart Sinks On Weak Sales Growth
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Moderna Soars on Cancer Vaccine Breakthrough, Target’s Turnaround Gains Steam
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Tesla Targets Cybercab Launch in August, Google Buys Spirit Airlines’ Data
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Apple Warned Not to Buy Chinese Chips, Meta Faces $1.4 Trillion Trial
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The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)
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Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?
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OpenAI’s Revenue Hits $40B, Reddit to Join the S&P 500
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Cerebras Stumbles After Earnings Report, Lakers Sell for Record $12.5 Billion
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CoreWeave Shares Pop as Revenue Doubles, Cava’s Strong Traffic Growth Ignites Investor Appetite
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Nvidia Taps Wall Street for $500B, Anthropic Eyes September IPO
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Berkshire Hathaway Puts Cash to Work, Zuck Defends AI in New Manifesto
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U.S. Economy Loses Jobs in July, Airbnb Posts Best Quarter In Years
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Disney Eyes Free Streaming, Eli Lilly Sells $15B of Weight-Loss Drugs
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SpaceX Falls After First Earnings, AMD Drops Despite Data Center Growth
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Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem
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The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger
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Who's Actually Winning the AI Race? (ft. Alex Heath)
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Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout
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Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI
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SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers
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Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
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Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
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The AI Spending Boom Faces a Reality Check (ft. John Petrides)
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Deep Dive: Did China Break the AI Trade Again?
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Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract
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Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors
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Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly
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GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada
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Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings
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The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)
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Deep Dive: The Real Reason Apple Sued OpenAI