AMD rockets on OpenAI deal
OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56) Show NotesYoung Wall Streeters say this is the essential human skill i...
6 Okt 20254min
Tesla spins up speculation
Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift'...
6 Okt 20255min
OpenAI DevDay kicks off week as shutdown persists
Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47) Bitcoin top $125,000 for first time. (2:57)Show Notes Which in...
5 Okt 20254min
Shutdown freezes release, not data
How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says...
3 Okt 20256min
AOL back in the merger game
Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34) Show Notes12 top tak...
2 Okt 20255min
Half a trillion and counting
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at...
2 Okt 20255min
ADP steals spotlight and reports jobs losses
With BLS down to one person, ADP payrolls jolt market with 32K drop. (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55) Show Notes...
1 Okt 20254min
Senate vote triggers government shutdown, data delays
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)Episode transcripts seekingalpha.com/w...
1 Okt 20255min
