Episode (200)
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Anthropic leak hits Claude Code
Apr 02, 2026Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)...
Oil gains after war talk
Apr 02, 2026Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership...
Nike plunges, options hint rebound
Apr 01, 2026Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07) ...
RH feels housing chill
Apr 01, 2026RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride i...
McCormick Unilever 44.8B deal
Mar 31, 2026McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08) Show No...
Gold hit hard, Goldman keeps $5,400 target
Mar 31, 2026Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger ...
Mistral loads up on Nvidia
Mar 30, 2026Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 1...
Holiday week meets key jobs report
Mar 29, 2026Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans...
Wall Street Roundup: market shifts to defense
Mar 27, 2026It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20) Show link...
Rates tick higher as housing demand grows
Mar 27, 2026Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security f...