Amazon weighs biggest corporate layoff yet
Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21) Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ban. (01:41) Strategy (MSTR) gets junk credit rating...
28 Okt 20255min
Qualcomm takes on Nvidia
Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)Show NotesGoldman’s cheap high-quality stocksEpiso...
27 Okt 20254min
Novartis puts $12B on the table
Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:0...
27 Okt 20254min
The AI trade gets a pulse check this Fed week
Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30)Show Notes Earnings CalendarDividend...
26 Okt 20254min
Wall Street Roundup: are we in a bubble?
Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings ...
24 Okt 202514min
IT outage grounds Alaska fleet again
Alaska Airlines (ALK) IT outage halts flights. (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. ...
24 Okt 20255min
Quantum names pop
IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says ranchers don't understand how tariffs benefited them. (01...
23 Okt 20255min
Gold still struggling
The yellow metal remains under pressure as it nears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superintelligence employees. (2:26)Show NotesGoldman’s t...
22 Okt 20254min
