Wall Street's big data headache
With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:4...
3 Aug 20255min
Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics
Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most in...
1 Aug 202515min
Trump signs new tariff order
Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)E...
1 Aug 20255min
Microsoft joins the $4 trillion club
Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46) Show ...
31 Jul 20255min
All eyes on Amazon and Apple
Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25)...
31 Jul 20256min
Fed holds, markets cut odds of future cuts
The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)Show NotesQ2 ...
30 Jul 20253min
Starbucks perks up after turnaround update
Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake...
30 Jul 20256min
UnitedHealth warns on rising medical costs
UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern Southern seal merger. (5:07)Show NotesUPS fa...
29 Jul 20256min
