Episode (200)
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The largest oil supply shock ever
Mar 12, 2026IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:...
Atlassian trims staff for AI
Mar 12, 2026Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new b...
Inflation holds, but oil looms
Mar 11, 2026February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credi...
Oracle beat sends shares up
Mar 11, 2026Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump ...
Ex-Meta AI chief LeCun's startup raises $1B seed
Mar 10, 2026AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49) Show No...
AI spending drives TSMC
Mar 10, 2026TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on ...
Anthropic sues Pentagon over AI ban
Mar 09, 2026Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk....
G7 weighs oil market boost
Mar 09, 2026G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers ...
How high can oil go?
Mar 08, 2026Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11) Show Note...
India to buy Russian oil as war disrupts supplies
Mar 06, 2026U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00) Episode transcripts: seekingalpha.com/wsb Sign up for our daily ...