Tesla Profits Plunge 37% Despite Record Sales — Here’s Why
Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood ...
23 Loka 202527min
Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer
Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in th...
22 Loka 202528min
Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars
Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined ...
21 Loka 202530min
AI is Running Up America’s Energy Costs — Who’s Footing the Bill?
Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Meta and OpenAI are responding to rising mental health c...
20 Loka 20251h 6min
Why AI Needs Antitrust Intervention — ft. Jonathan Kanter
Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss the evolving AI landscape and why antitrust enfor...
17 Loka 20251h 3min
Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever
Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podcas...
16 Loka 202532min
China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market
Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and China. Then, Telis Demos, writer and co-host of the Wa...
15 Loka 202533min
Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan
Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments...
14 Loka 202534min
