Trump nominates adviser Miran to Fed
Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to...
8 Aug 20256min
Eli Lilly shares hammered
Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)Show NotesW...
7 Aug 20255min
Tariff win sends TSMC higher
TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes...
7 Aug 20255min
Golden Arches comeback
The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)Show NotesThe competition for ‘dip alpha’ is heating up Epi...
6 Aug 20255min
Novo Nordisk trims outlook on rising rivalry
Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14...
6 Aug 20256min
Trump eyes pharma tariffs at 250%
The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)S...
5 Aug 20255min
AI powers Palantir’s 48% revenue jump
Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)Episode tr...
5 Aug 20255min
Tesla awards Elon 96 million shares
The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)Show...
4 Aug 20254min
