Trumps ‘Golden Dome’
Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential...
21 Maj 20256min
Victoria's Secret adopts poison pill
The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39) Show NotesMickey Mouse join...
20 Maj 20255min
CATL soars in Hong Kong debut
Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) c...
20 Maj 20256min
Nvidia unveils its next-gen AI tech
CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30) Show NotesCostco’s sales of...
19 Maj 20255min
Alibaba dips on reported Apple AI scrutiny
Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate. (01:45) China imposes tariffs on som...
19 Maj 20257min
Moody's cuts U.S. debt rating
The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29) Show Notes...
18 Maj 20255min
Wall Street Roundup: UnitedHealth, retail, tech, and tariffs
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify'...
16 Maj 202521min
GlobalWafers commits $7.5B to U.S. growth
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire ...
16 Maj 20255min
