Top WBD Shareholder, Nvidia’s China Exports, Mastercard’s Economic Outlook 12/10/25
Oakmark, the fourth largest Warner Brother Discovery shareholder joins to show to discuss the bidding war between Netflix and Paramount Skydance, which they say is far from over. Then could allowing N...
10 Des 202541min
Boeing Orders and Deliveries, Crypto Company ‘Twenty One Capital’ Goes Public, Fifth Third and Brex Partner 12/9/25
Boeing reports orders and deliveries for the month of November. The numbers, this hour. Then crypto company ‘Twenty One Capital’ makes its NYSE debut after completing a SPAC merger. Founder and CEO Ja...
9 Des 202542min
New Inflation Expectations Data, Former Netflix Exec on Paramount’s WBD Bid, Apple’s Executive Exodus 12/8/25
Breaking this hour: the NY Fed releasing new inflation expectations data and some new numbers surrounding the jobs market, showing improving sentiment. Then a former Netflix and Hulu executive weighs ...
8 Des 202543min
Netflix/Warner Brothers Discovery Merger: “A Disaster for America,” Supercharging a Robotics Boom, ‘China’s Nvidia’ Goes Public 12/5/25
Following Netflix winning the bid for Warner Brothers Discovery’s studio and streaming assets, we look at the regulatory risks associated with the deal, with one guest saying the merger would be “a di...
5 Des 202542min
Former CEA Chair Jason Furman, Google’s New Coding Deal, Geopolitical Risk as a Buying Opportunity 12/4/25
Former CEA Chair Jason Furman argues why the Fed should not cut rates at next week’s meeting, despite his expectation they will do so. Then, Google announcing a new deal in the AI coding space. CNBC b...
4 Des 202542min
A 5% S&P 500 Pullback? Former OpenAI Exec. On Rising Competition, Williams CEO on Nat Gas Prices & AI 12/3/25
Stifel warns of a market pullback over the next several months. Why they think the S&P 500 can fall to 6,350. Then a former OpenAI Exec. weighs in on competition concerns from Google. Plus, Microsoft ...
3 Des 202543min
Amazon Announces New AI Chip, Costco Sue Trump Administration, AI’s M&A Impact 12/2/25
Breaking this hour: Amazon announcing new AI chips and models from its re:Invent conference in Las Vegas. Then, Costco sues the Trump administration seeking a tariff refund. More on the timing of that...
2 Des 202542min
Former Nasdaq CEO on AI Bubble Fears, ChatGPT Turns Three, S&P 500 8K? 12/1/25
Former Nasdaq CEO Bob Greifeld weighs in on concerns over an AI Bubble, plus whether the drop in bitcoin should be taken as a market indicator. Then ChatGPT turns three. A look at its rise from disrup...
1 Des 202543min
