Episode (200)
Halaman 3 dari 20
AI lessons from Ma Bell
May 11, 2026Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IP...
Futures dip as oil jumps
May 11, 2026Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files conf...
Cerebras leads IPO rush
May 10, 2026Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55) ...
Wall Street Roundup: Market turning lemons into limoncello
May 08, 2026Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Show Notes: SA Investing Community weighs in on Iran war Micron, AMD lead AI and chip...
Cloudflare trades staff for AI
May 08, 2026Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI clou...
DOJ probes timed oil trades
May 07, 2026DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic tr...
SpaceX sets course for one Musk rule
May 07, 2026SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rall...
Disney rallies on broad growth
May 06, 2026Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00) Show Notes Ryan Cohen sa...
Soda & chips: McDonald's and AMD in focus
May 06, 2026McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M t...
Global borrowing costs soaring
May 05, 2026The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52) Show Notes Duolingo s...