Broadcom gives AI traders another headache
Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07) Show NotesOracle's plunge wipes out $25B from Larry Ellison's net worth Epi...
12 Dec 20253min
Disney licenses characters to OpenAI
Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)Show NotesLilly’s next-gen weight-loss drug meets endpointsEpisode transcri...
11 Dec 20254min
Oracle tumbles on revenue miss
The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04) Show NotesParamount’s Ellison...
11 Dec 20255min
3rd straight FOMC cut, but dissents grow
FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active da...
10 Dec 20257min
Big bitcoin bull cries uncle
Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32) Show NotesElon Musk wouldn’t do...
10 Dec 20255min
Meta aims for new AI model in '26
Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)Show NotesGoldman’s 39 sweet spot consumer st...
9 Dec 20254min
Nvidia can ship H200 GPUs to China
President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11) ...
9 Dec 20254min
Paramount goes hostile for Warner
Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)Show NotesIs Trump’s...
8 Dec 20254min
