Inflation back on the Fed radar and expected to rise
May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market? (5:47) Show Notes Earnings CalendarDivi...
8 Jun 20256min
Wall Street Roundup: A tale of two Teslas
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff u...
6 Jun 202526min
GLP-1s, Gen Z dent Jack Daniel’s sales
Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL...
6 Jun 20254min
Is Tesla losing a Trump premium?
Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48) Show NotesETF inflows surgeEpisode tr...
5 Jun 20255min
Auto trouble brewing over rare earth curbs
Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,50...
5 Jun 20256min
Wedbush AI ETF debuts
The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50) Show NotesHighest-conviction...
4 Jun 20255min
Texas puts snacks on notice
Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in coll...
4 Jun 20256min
Barbie gets her own film studio
Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04) Show NotesMeta buying nuclear powerIs the tech...
3 Jun 20254min
