Qualcomm’s New AI Chip, Huntington Bank CEO on $7.4B Deal, Big Tech Earnings 10/27/25
Qualcomm surges after announcing an AI chip to compete with AMD and Nvidia. Then the CEO of Huntington Bank joins the show to discuss plans to buy rival Cadence Bank for $7.4B. Continuing a spree of M...
27 Okt 202542min
New Inflation Data & the Fed’s Rate Path, Ford Production Outlook, PayPal’s Crypto Partner 10/24/25
For the first time since the government shutdown, new inflation data being released. Former Minneapolis Fed President Gary Stern breaks down the impact for future rate cuts. Then, Ford shares jumping ...
24 Okt 202543min
Lazard CEO on Earnings & Dealmaking, AI Data Center Power Player, U.S. Eyes Quantum Stakes 10/23/25
The CEO of Lazard reacts to results. A boost in dealmaking help to drive record revenue. Then utility company FirstEnergy reporting a beat across the board. Its CEO breaks down how a surge in demand f...
23 Okt 202543min
Stifel & Taylor Morisson CEOs, The Company Powering AI Data Centers, Argentina’s Bailout Roadblocks 10/22/25
The CEOs of Stifel and Taylor Morrison react to earnings. Stifel gives its outlook for the deal environment, while Taylor Morrison gives on update on rates and the housing market. Then GE Vernova fall...
22 Okt 202542min
Novo Nordisk Board Shake-Up, Google’s OpenAI Threat, Philip Morris CEO on Earnings 10/21/25
Am Major board shake-up at Wegovy maker Novo Nordisk. How that leadership change impacts a stock that is down 50% in a year. Then Alphabet shares fall on fears of OpenAI competition in the form of a w...
21 Okt 202543min
USA Rare Earth CEO, Australian PM at the White House, Apple Hits All-Time High 10/20/25
The CEO of USA Rare Earth joins the show after the stock has skyrocketed on the back of a trade war with China. Then the Australian Prime Minister visits the White House. The country expected to pitch...
20 Okt 202542min
Oracle’s Deal Spree, Weight Loss Drug Pricing, Apple’s F1 Deal 10/17/25
A look at how Oracle started to win mega-deals over its competitors. Now Inking an agreement with Meta. Looking to further diversify its customer base. Then stocks in the weight loss industry falling ...
17 Okt 202542min
Goldman on Bubble Fears, Pain at the Plug, European Underperformance Coming to an End? 10/16/25
Despite growing fears of a bubble, one of Goldman Sachs’ top strategists lays out why the market has more room to run. Then forget pain at the pump, it’s now pain at the plug. William Blair out with a...
16 Okt 202543min
