New chip tariffs could hit AI race
White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16) Show Notes “Grand Theft Auto 6” preview de...
27 Aug 3min
Nvidia’s biggest hug yet
Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43) Episode tra...
27 Aug 6min
Meta settles kids addiction case for $12.7B
Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58) Show Notes The big cost of seeing every NFL gameEpisode t...
26 Aug 3min
Bullseye misses the mark
Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless payments. (02:22)Episode transcripts seekingalpha.co...
26 Aug 5min
OpenAI chip takes on Nvidia
OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27). Show NotesUnite...
25 Aug 4min
Coffee rally hits PSL season
Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:1...
25 Aug 5min
Bessent brings out the bond bazooka
Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49) Show NotesThe stocks hedge fund...
24 Aug 3min
AI plans weigh on BABA
What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53)Episode transcripts see...
24 Aug 4min
