Microsoft in pole position for Agentic AI

Microsoft in pole position for Agentic AI

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)

Show Notes
Stocks look halfway done with pullback as bull market resets
Robinhood named best idea for 2025


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AI plans weigh on BABA

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Nvidia and Jackson Hole take center stage

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Ross finds value in value

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Walmart flashes consumer warning

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Moderna’s $44B booster

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IBM hits key quantum computing milestone

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Canada buys 72 hours

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Meta faces high-stakes federal trial over child safety

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