Buffett delays Gates Foundation gift

Buffett delays Gates Foundation gift

Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)

Show Notes
The AI pendulum has swung too far

Episode transcripts seekingalpha.com/wsb.

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Meta faces high-stakes federal trial over child safety

Meta faces high-stakes federal trial over child safety

Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with ...

18 Elo 5min

Bond vigilantes stir as yields climb

Bond vigilantes stir as yields climb

The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49)    Show NotesNike hits 12-year low, is a b...

18 Elo 3min

McDonald's gets a Red Bull boost

McDonald's gets a Red Bull boost

McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29)     Show NotesRebel Brands ice cream goes ba...

17 Elo 3min

Rocket Lab gains altitude

Rocket Lab gains altitude

Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52)Episode transcripts seekingalpha.com/...

17 Elo 4min

Retail earnings put consumers in the spotlight

Retail earnings put consumers in the spotlight

Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56)  Show NotesJane Street loses $...

16 Elo 3min

Upvoted into the S&P

Upvoted into the S&P

Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50)Episode transcri...

14 Elo 4min

Trump vaccine order faces major hurdle

Trump vaccine order faces major hurdle

Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29)     Show NotesIf you stream it, th...

13 Elo 3min

Google pushes harder on Gemini

Google pushes harder on Gemini

Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. a...

13 Elo 4min

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