Episode (200)
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Wall Street Roundup: Micron earnings, EV check-in
Dec 19, 2025Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). ...
TikTok’s U.S. survival plan is locked in
Dec 19, 2025TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and ope...
Nuclear fusion goes public
Dec 18, 2025Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21) Show Notes Top 10 market risks for 2026 Steve Cress’ Top Stocks for 202...
Activist Elliott loads up on lululemon
Dec 18, 2025Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund...
Oil snaps back
Dec 17, 2025Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-...
Unemployment rate keeps climbing
Dec 16, 2025Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49) Show Notes One million driverless Teslas by 2035...
Ford takes $19.5B EV reset
Dec 16, 2025Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shoppin...
Tesla stock seen having a monster 2026
Dec 15, 2025Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18) Show Notes Goldman’s catch-up stocks for...
Roomba maker files for bankruptcy
Dec 15, 2025Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03) Show Notes Hedge funds are piling into commodities Epis...
Wall Street Roundup: market reacts to earnings
Dec 12, 2025Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic chall...