Bessent warns retaliation on tariffs will lead to escalation
Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic challenges, sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils gr...
3 Apr 20256min
Tesla reports worst deliveries since '22
Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42) Show NotesBofA picks 9 buys, 1 sell for Q2Epis...
2 Apr 20256min
Big retailers ask China for help ahead of tariff announcement
Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Ex...
2 Apr 20256min
OpenAI leads the list of biggest unicorns
OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52) Show NotesThe best stocks to na...
1 Apr 20256min
Intel CEO Calls for ‘Brutal’ Feedback
Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for...
1 Apr 20254min
Goldman Sachs gets more bearish on stocks
Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55)Show NotesIs Apple’s rumored Nvidia serve...
31 Mars 20254min
Chinese tech stops slip
Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet. (01:40) Eli Lilly’s (LLY) lepodisiran slashe...
31 Mars 20256min
Tariff D-Day arrives as stagflation fears rise
Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)Show Notes Earnings CalendarDividend RoundupEpisode transcripts: ...
30 Mars 20256min
