GM data deal hits a dead end
FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist...
17 Jan 20254min
No landing in a growth world, corporate credit bullishness
Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:...
16 Jan 20253min
Costco stands firm on DEI
Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35) U.S. should reconsider Chevron's (CVX) oil presence ...
16 Jan 20255min
Inflation data invigorates stocks, bonds
Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)Show NotesThe Momentum Factor ETF is coming off a great 2024 but stil...
15 Jan 20256min
Saudi Aramco poised to bet on lithium
Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as...
15 Jan 20256min
Microsoft in pole position for Agentic AI
Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)Show NotesStocks look...
14 Jan 20256min
Pay to Stay: Starbucks refreshes store rules
Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes ...
14 Jan 20255min
Retail stocks punished after holiday updates
As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)Show NotesStrong chance...
13 Jan 20256min
