CrowdStrike ARR Tops $5.2B
CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue...
4 Mars 5min
Dip buyers face froth fighters
Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52) Show NotesThe Jefferies AI Beneficiary Bask...
3 Mars 4min
Tech drags futures lower
Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rus...
3 Mars 5min
Travel stocks slide in wake of conflict
Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe Jefferies AI Risk BasketEpisode transcri...
2 Mars 4min
War shock sends oil up
Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13) Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FD...
2 Mars 5min
Khamenei killed, oil set to surge
What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)Show NotesOpenAI says Anthropic not supply chai...
1 Mars 4min
Wall Street Roundup: Nvidia beats and drops in edgy market
Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)Show links: ...
27 Feb 19min
Netflix taps out on WBD
Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:...
27 Feb 5min
