OpenAI and Amazon in $38 billion cloud deal
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)Show Notes Hedge ...
3 Nov 20254min
Top FDA exec ousted
The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) ...
3 Nov 20253min
Tesla's trillion dollar question
Tesla shareholders will vote on Elon Musk’s $1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings. (2:48)Show Notes Earnings CalendarDivi...
2 Nov 20254min
Wall Street Roundup: is this time really different?
Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating...
31 Okt 202515min
Nasdaq climbs on tech wins
Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01:19) Vance, Duffy warn of 'disaster' if shutdown s...
31 Okt 20254min
Trump, Xi agree on rare earth, tariff relief deal
Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage. ...
30 Okt 20255min
Fed cuts rates but Powell flips December script
The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion. (0:16) Stocks end mixed as Treasury yields surge. (2:12)Episode transcri...
29 Okt 20252min
Joby’s taking off
Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillion mark on upcoming Trump-Xi Blackwell chip talk. (...
29 Okt 20254min
