Nvidia unveils its next-gen AI tech
CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30) Show NotesCostco’s sales of...
19 Mai 20255min
Alibaba dips on reported Apple AI scrutiny
Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate. (01:45) China imposes tariffs on som...
19 Mai 20257min
Moody's cuts U.S. debt rating
The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29) Show Notes...
18 Mai 20255min
Wall Street Roundup: UnitedHealth, retail, tech, and tariffs
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify'...
16 Mai 202521min
GlobalWafers commits $7.5B to U.S. growth
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire ...
16 Mai 20255min
Walmart warns of higher prices even with lower tariffs
WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03) Show NotesThe signposts for marke...
15 Mai 20256min
Medicare probe hits UnitedHealth shares
UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to ...
15 Mai 20255min
Big tech strikes oil
Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29) Show Notes‘Gandalf’ calls crypto ‘rat poi...
14 Mai 20256min
