SK Hynix hit by IPO concerns

SK Hynix hit by IPO concerns

A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: GFI, NIO, and more
Nvidia introduces open-source tool to boost AI security
California Gov. Newsom signs bill restricting meme coins tied to public officials
Michael Burry: Trump 'cannot afford' to let AI boom fail

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Episoder(1000)

Meta poaches MongoDB CEO for AI push

Meta poaches MongoDB CEO for AI push

Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)     Show No...

28 Sep 3min

AI safety fears hit Washington

AI safety fears hit Washington

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:...

27 Sep 3min

Costco checks out strong

Costco checks out strong

Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) Episode transcripts seek...

25 Sep 4min

Oracle raises alarm over AI datacenter

Oracle raises alarm over AI datacenter

Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)     Show NotesAI spending seen topping 3% of annual GDPEp...

24 Sep 3min

Judge gives press a pass

Judge gives press a pass

Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline ...

24 Sep 4min

Morgan Stanley email exposes deal secrets

Morgan Stanley email exposes deal secrets

Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)     Show NotesThe U.S. golden credit card problemE...

23 Sep 3min

US diesel dilemma

US diesel dilemma

A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32...

23 Sep 6min

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