Apple and Alibaba team up on AI
AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)Show NotesEU aims for an AI continentMoomoo is an advanced investi...
11 Feb 20256min
Trump signs new order; GameStop eyeing Bitcoin?
Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).Show NotesBaidu's CEO sees AI spending still required despite DeepSeek cost impact - reportNasdaq, S&P...
11 Feb 20255min
Gold tops $2,900 for another record
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Micro Computer stock up almost 50% heading into earnin...
10 Feb 20254min
Nippon Steel rethinks US Steel deal
Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to ...
10 Feb 20255min
CPI set to show inflation 'stubbornly strong'
January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)Show Notes Earnings CalendarTop 10 value stocksE...
9 Feb 20256min
AI earnings, tariff threats, and bellwether stocks
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased com...
7 Feb 202517min
e.l.f. Beauty’s glow fades on weak guidance
TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Niko...
7 Feb 20256min
House reps target DeepSeek government ban
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)Show NotesBofA's top 10 growth stocksSkyw...
6 Feb 20255min
