Wall Street Roundup: Nvidia beats and drops in edgy market
Is 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: ...
27 Helmi 19min
Netflix taps out on WBD
Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:...
27 Helmi 5min
AI premium fades as staples surge
Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)Show NotesJane Street now top ho...
26 Helmi 4min
C3.ai’s big miss
C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withh...
26 Helmi 5min
Microsoft, Nvidia, Uber back Wayve's $1.2B funding
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)T...
25 Helmi 4min
UBS hikes private credit default view
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump...
25 Helmi 6min
FedEx demands tariffs return to sender
FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropi...
24 Helmi 5min
Futures slip amid renewed tariff-related uncertainty
Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see...
23 Helmi 5min
