Wall Street Roundup: layoff surge, prolonged shutdown, cracks in AI trade
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatilit...
7 Nov 202514min
Joby makes rush hour fly by
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareh...
7 Nov 20254min
Nvidia CEO not so sure China wins AI race
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)Show NotesSn...
6 Nov 20254min
Government shutdown hits new altitude
FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01...
6 Nov 20255min
OpenAI hits business customer milestone
The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)Show NotesEvercore’s Tactical Actio...
5 Nov 20254min
Record shutdown meets election day
Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether...
5 Nov 20255min
Michael Burry bets against AI
The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billio...
4 Nov 20254min
Palantir’s big gains, bigger drop
Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China b...
4 Nov 20254min
