Fed seen ending the year with a cut
The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)Show Notes Earnings...
7 Des 20254min
Wall Street Roundup: Netflix deal to buy Warner Brothers
Netflix (NFLX) deal to buy Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).Show NotesCore PCE inflat...
5 Des 202523min
China's Nvidia soars 500% after IPO
AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 bill...
5 Des 20253min
Dr Zuckerberg and the Metaverse of sadness
Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)Show NotesTop 5 risks for 2026 Episod...
4 Des 20254min
Mr Nvidia goes to Washington
Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)Sho...
4 Des 20254min
The year of the robot approaches
The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)Show NotesStocks crushed by the KAir...
3 Des 20253min
Nike shakes up its starting lineup
Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16) Show Not...
3 Des 20254min
Can Garlic cure an AI Code Red?
OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)Show NotesOnce-in-a-generation opportu...
2 Des 20254min
