Picking the Winners of the Honeywell Breakup
The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Ty...
30 Jun 27min
Rocket Lab Shakes Up Satellite Communications
Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming...
29 Jun 21min
The AI Headlines You Should Be Most Suspicious Of
The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former glob...
28 Jun 28min
401(k) Champions and Soaring Value Stocks
Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and rela...
27 Jun 21min
The New Villian in Tech
Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silic...
26 Jun 41min
Nuclear Energy Gets a Big Government Boost (Again)
If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that wil...
25 Jun 24min
Micron Day Is Here!
Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta’s new prediction markets...
24 Jun 18min
Big Pharma Has a Case of Merger Mania
It hasn’t been in many headlines (thanks, AI), but pharmaceutical companies are on a merger & acquisition spree that could break records. With more than $126 billion in deals so far this year, compani...
23 Jun 20min
