Episode (200)
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Merck talks send Cidara soaring
Nov 14, 2025Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash ...
Big Short's Michael Burry shuts hedge fund
Nov 13, 2025Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39) Show Notes A Michael Burry Wall Stre...
Alibaba’s Qwen is coming for ChatGPT
Nov 13, 2025Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never...
IBM unveils Quantum Nighthawk processor
Nov 12, 2025Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16) Show Notes Goldman’s healthcare stock picks Episod...
GM targets China-free supply chain
Nov 12, 2025General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GO...
Meta's chief AI scientist exits
Nov 11, 2025Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03) Show Notes S&P 500 more correlat...
Dream home, lifetime loan
Nov 11, 202550-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI....
AI becomes a major e-commerce player
Nov 10, 2025AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41) Show Notes BofA says short hyperscaler...
Markets smell a deal in D.C.
Nov 10, 2025Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI fi...
Where is the smart money now?
Nov 09, 2025Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08) Show Notes Earnin...