EPISODE · May 25, 2026
MikeCast #92 — May 25, 2026
from MikeCast — Daily Briefing
Episode #92 — This episode covers Google's launch of Gemini Omni, a new multimodal AI model, and DeepSeek's release of Reasonix, a coding agent; discusses oil market warnings from Carlyle's Jeff Currie and potential geopolitical shifts involving the Strait of Hormuz; highlights Nvidia's positive news, Zoom's profitable investment in Anthropic, and Microsoft's product changes; and previews the Knicks' potential playoff sweep against the Cavaliers.
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MikeCast #92 — May 25, 2026
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