Episode (200)
Halaman 5 dari 20
Oil surges as Hormuz shipping halts
Mar 05, 2026Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:3...
Ad deal buzz lifts Trade Desk
Mar 05, 2026OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade ...
Rate-cut plans hit an oil slick
Mar 04, 2026Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to w...
CrowdStrike ARR Tops $5.2B
Mar 04, 2026CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue...
Dip buyers face froth fighters
Mar 03, 2026Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52) Show Notes The Jefferies AI Beneficiary B...
Tech drags futures lower
Mar 03, 2026Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rus...
Travel stocks slide in wake of conflict
Mar 02, 2026Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05) Show Notes The Jefferies AI Risk Basket Episode tra...
War shock sends oil up
Mar 02, 2026Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13) Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FD...
Khamenei killed, oil set to surge
Mar 01, 2026What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50) Show Notes OpenAI says Anthropic not supply c...
Wall Street Roundup: Nvidia beats and drops in edgy market
Feb 27, 2026Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Show links...