Episode (200)
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Broadcom gives AI traders another headache
Dec 12, 2025Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07) Show Notes Oracle's plunge wipes out $25B from Larry Ellison's net worth ...
Disney licenses characters to OpenAI
Dec 11, 2025Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04) Show Notes Lilly’s next-gen weight-loss drug meets endpoints Episode tra...
Oracle tumbles on revenue miss
Dec 11, 2025The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04) Show Notes Paramount’s Elli...
3rd straight FOMC cut, but dissents grow
Dec 10, 2025FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active da...
Big bitcoin bull cries uncle
Dec 10, 2025Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32) Show Notes Elon Musk wouldn’t...
Meta aims for new AI model in '26
Dec 09, 2025Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50) Show Notes Goldman’s 39 sweet spot consumer...
Nvidia can ship H200 GPUs to China
Dec 09, 2025President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11) ...
Paramount goes hostile for Warner
Dec 08, 2025Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29) Show Notes Is Trum...
IBM to buy Confluent in further AI push
Dec 08, 2025IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06) Show No...
Fed seen ending the year with a cut
Dec 07, 2025The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42) Show Notes Earni...