AI spending drives TSMC
TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on ...
10 Mar 4min
Anthropic sues Pentagon over AI ban
Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk....
9 Mar 4min
G7 weighs oil market boost
G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers ...
9 Mar 5min
How high can oil go?
Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11) Show NotesE...
8 Mar 4min
India to buy Russian oil as war disrupts supplies
U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)Episode transcripts: seekingalpha.com/wsbSign up for our daily news...
6 Mar 5min
Oil surges as Hormuz shipping halts
Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:3...
5 Mar 4min
Ad deal buzz lifts Trade Desk
OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade ...
5 Mar 5min
Rate-cut plans hit an oil slick
Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to w...
4 Mar 4min
