Alphabet slips as AI growth drives higher capex
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) l...
5 Feb 20255min
Soaring egg prices lead to emergency Waffle House measures
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)Show NotesPoll: Investors overwhelmingly disapprove of tariffsMost b...
4 Feb 20255min
Palantir soars on earnings, outlook
Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) ...
4 Feb 20257min
U.S. and Mexico quickly reach tariff delay deal
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)Show NotesWhat do you thin...
3 Feb 20254min
Tariff battles begin
Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).Show Notes:Musk calls USAID 'beyond repair' as he moves to shut down aid a...
3 Feb 20256min
No Groundhog Bump this year
Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)Show NotesPalantir Earnings PreviewEarnings...
2 Feb 20258min
DeepSeek! More Earnings! Trump!
DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting...
31 Jan 202515min
Oil tariff exclusion
Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). Show NotesNasdaq futures gain after Apple, Intel earnings; eyes on infl...
31 Jan 20255min
