OpenAI eyes restructure, Murati exits

OpenAI eyes restructure, Murati exits

OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links:
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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

Inflation cools but stays stubborn

Inflation cools but stays stubborn

July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13)     Show NotesMachines will go ‘ful...

12 Elo 3min

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