
Holidays getting a retail therapy boost
Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)Show NotesThe fastest drive-thr...
16 Okt 20254min

GIC sues Nio over inflated revenue
Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the f...
16 Okt 20255min

Amazon swapping humans for AI
Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)Show NotesDriverless cabs coming to LondonEpisod...
15 Okt 20254min

Stellantis bets on U.S. production
Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon s...
15 Okt 20256min

Banks beat the Street
J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)Show NotesHSBC’s 10 stock pick...
14 Okt 20253min

Papa John’s delivers a hot slice
Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to li...
14 Okt 20255min

Broadcom gets the OpenAi bump
The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)Show Notes30 stocks showing signs of frothBeyon...
13 Okt 20254min

Crypto bounces back
Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. ar...
13 Okt 20256min



















