The Trade Desk’s Woes & A New AI Donut?
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s...
7 Aug 40min
The Wild Swings of Earnings Season Continue
The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits...
6 Aug 21min
Shopify Shines and Uber Declines
Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for t...
5 Aug 19min
Palantir Makes its Case Against Frontier AI
Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and ...
4 Aug 22min
Are Mega-Mergers Back?
Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the lates...
3 Aug 18min
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not
Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...
2 Aug 25min
Insurance-palooza! All You Need to Know to Protect Your Income and Wealth
It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wea...
1 Aug 27min
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Pl...
31 Juli 41min
