After Market

A fast tour of the week's biggest stories: Treasury yields at multi-decade highs and what that means for your wallet, the Trump-Xi summit's spectacle over substance, the Iran conflict rattling oil markets, the AI race from Microsoft's Copilot revamp to Anthropic's Pentagon blacklisting, AI's growing grip on hiring and Hollywood, a look at global politics and security, health and money news, and the East Coast storm. Plus a few strange headlines along the way. Timeline: 00:00:04 Opening 00:00:28 Bond Yields at Multi-Decade Highs 00:03:18 Trump-Xi Summit: Pomp Over Policy 00:04:28 Iran War, Oil, and Shaky Diplomacy 00:06:20 The AI Race: Copilot, Anthropic, and Washington 00:07:46 AI, the Job Market, and Hollywood 00:09:38 Security Warnings and Political Flashpoints 00:11:01 Health, Pharma, and Family Money 00:12:27 Nor'easter Threatens the East Coast 00:13:31 Closing View episode details → https://bri.so/show/episode/01a0da96-1e79-72ac-aacb-52034afc0769 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

A bond-market rout pushes 30-year Treasury yields to two-decade highs, rattling stocks, loans, and the Fed's next move just as oil and record diesel prices stoke inflation fears. We connect those pressures to the Trump-Xi summit, the fight over AI policy, and a busy day of company news. Timeline: 00:00:04 Opening 00:00:41 The Global Bond Rout 00:02:33 Inflation, the Fed, and Borrowing Costs 00:04:46 Oil, Diesel, and Energy Pressures 00:07:21 Trump-Xi Summit and AI Politics 00:09:34 Stocks Under Pressure 00:11:52 Company and Consumer Check 00:13:28 Closing View episode details → https://bri.so/show/episode/01a0d56f-36f6-76fe-a76b-bd909a2dac05 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Wall Street sits near record highs even as investors grow nervous about AI disruption, elevated rates, and trade and war risks. We break down the AI trade winners and losers, the Fed's inflation fight and what it means for bonds and the market, oil and the US–Iran standoff, Washington at the UN ahead of the midterms, the IPO and dealmaking pipeline, and the day's notable stock moves. Timeline: 00:00:04 Opening 00:00:39 AI Rally: Record Highs With Winners and Losers 00:03:06 Diversification May Be an Illusion — and Why Rates Are So High 00:04:57 Fed Officials: Inflation Pressures May Take Time to Pass 00:05:48 Oil, Hormuz and the US–Iran Standoff 00:07:51 Trump and Diplomacy at the UN, With Midterms Looming 00:09:43 Dealmaking and the IPO Pipeline 00:10:56 Stock Movers: From Chips to Ozempic Rivals 00:12:34 Closing View episode details → https://bri.so/show/episode/01a0cb22-7ca1-7428-9e09-f55c19823b9e This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Oil slips on US-Iran diplomacy while Russia extends its diesel export ban, chipmakers rally on Meta's new AI agent, and we check in on crypto, ETFs, a wave of dealmaking, and the week's politics from the UN to the White House press fight. Timeline: 00:00:04 Opening 00:01:28 Oil Falls on US-Iran Hopes, Diesel Costs Bite 00:03:28 Russia Extends Diesel Ban as Zelenskyy Seeks Trump Meeting 00:05:28 Meta's Muse Agent Fuels a Chip Stock Rally 00:06:30 Washington and the AI Race: Liability, China and Critical Metals 00:08:02 Crypto: Bitcoin Tops $86,000 and Strategy Returns to Buying 00:09:01 ETF Boom: Autocallables, Swaps and Themed Funds 00:10:44 Dealmaking: Paramount Clears Way for Warner Bros., KKR Bets on Korea 00:12:40 The Zombie Office Apocalypse 00:13:47 Politics: Press Ban Lawsuits and the Triumphal Arch Fight 00:15:17 GLP-1s and Corporate Watch: Lilly Gains, Novo Stumbles 00:17:18 Workers, Consumers and Quick Hits 00:21:12 Closing View episode details → https://bri.so/show/episode/01a0c5fc-214e-7290-a184-b559b083043d This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

A faster-moving Fed, a firmer dollar, and wobbling investor sentiment set the scene, while a fresh report faults the Fed's own oversight of Silicon Valley Bank. Then we turn to corporate shake-ups — from Volkswagen to Buffett — and the fight for AI supremacy ahead of the Trump-Xi summit, before closing on consumer trends and the stories hiding in plain sight. Timeline: 00:00:04 Opening 00:00:52 Fed Hike, What Comes Next 00:03:27 Dollar Surge and the Yen Tug-of-War 00:05:47 Investors Rethink Allocation 00:07:11 SVB: The Fed Missed Warnings 00:08:39 US-China AI Rivalry Before the Summit 00:10:40 Who Regulates AI? 00:11:59 Autos, Energy and Global Risk 00:13:59 Company Movers and Shakers 00:17:12 Buffett's Final Bow 00:18:13 Politics, Policy and Your Wallet 00:20:07 Main Street Millionaires and Wall Street Strivers 00:21:24 Consumer Currents: Betting, Wellness and Fitness 00:22:59 Borders, Bugs and Conflict Ripples 00:23:49 Closing View episode details → https://bri.so/show/episode/01a0b689-865e-773f-b79a-7397b0e0054d This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

The Fed raises rates for the first time in three years — we follow the shock through Treasuries, munis, leveraged loans and Citigroup's record bond sale, then pivot to AI safety warnings, tokenized stocks, chip and data-center demand, oil and the Iran war, and close with Fukuyama, volleyball and the week's offbeat headlines. Timeline: 00:00:04 Opening 00:00:52 The Fed's First Hike in Three Years 00:02:25 Bonds, Credit and the Market's Rate Rethink 00:06:46 Chips, Data Centers and the AI Trade in Stocks 00:09:17 AI Safety Warnings Meet a Congress Heading Home 00:10:36 SEC Greenlights Tokenized Stocks 00:11:22 Iran War, Oil and Trump's Trade Sparks 00:13:23 Fukuyama, Volleyball and the Week's Odd Corners 00:14:51 Closing View episode details → https://bri.so/show/episode/01a0b163-4fbb-748f-933c-7cd5d54bfde1 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Treasury yields hit their highest since 2007 ahead of a Fed decision, the AI safety debate splits Washington and Silicon Valley, Middle East war drives oil and costs, and a sweep of company and political news rounds out the day. Timeline: 00:00:04 Opening 00:00:29 Bond sell-off and the Fed 00:04:43 AI safety debate splits two camps 00:07:09 AI as an investment story 00:09:50 Iran war, oil and costs 00:11:53 Companies: Ford, robots, crypto, giving 00:14:45 Washington and world politics 00:18:44 Closing View episode details → https://bri.so/show/episode/01a0a715-9b7b-7316-92a2-55b8d380a41c This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

A fast tour of a tense market day: AI leaders call for a slowdown and tech sells off, oil spikes after Saudi pipeline attacks, bond yields top 5% ahead of a likely Fed hike, plus crypto legislation, IPOs and corporate headlines. Timeline: 00:00:04 Opening 00:00:44 AI Slowdown Calls Trigger a Tech Rout 00:03:18 Market Reaction: Volatility, Defensives and the VIX 00:05:05 Oil Shock: Saudi Pipeline Shut Amid US-Iran War 00:06:31 Tanker Windfall and Shipping Trades 00:07:47 Fed in Focus: 5% Yields and an Expected Rate Hike 00:09:14 Crypto Politics: The Clarity Act Fight 00:10:14 Tariffs, Diesel Records and Energy Policy 00:11:46 Deals and IPOs: Insurance, Space and M&A Financing 00:13:48 Corporate Watch: Banks, Novo and Big Mergers 00:14:24 People and Oddities 00:15:10 Closing View episode details → https://bri.so/show/episode/01a0a1ef-5e89-761a-b790-1b39caea3fea This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Twenty-five years after 9/11, we revisit Lower Manhattan's transformation and Cantor Fitzgerald's legacy of giving, then pivot to today's pressures: hot inflation and a Fed on the brink, an oil shock driven by the Iran war, the AI spending boom reshaping markets and debt, and a final look at odds and ends from the week's news. Timeline: 00:00:04 Opening 00:00:40 25 Years After 9/11: Remembrance and Cantor's Charity Day 00:03:12 Hot CPI and a Fed at a Crossroads 00:06:17 The Iran War, Oil Shock, and Sanctions Squeeze 00:09:08 AI Capex, Record Debt, and the Safety Debate 00:12:30 Fast Round: Strategies, Sentiment, and Feel-Good Stories 00:15:06 Closing View episode details → https://bri.so/show/episode/01a0927c-77db-713a-aff0-4556923bb784 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Oil near record highs and rate-hike odds are reshaping markets, from bonds and mortgages to stocks and earnings, plus the week's biggest company news and a look at sports, media, and crypto. Timeline: 00:00:04 Opening 00:00:27 Oil's surge on the Iran war 00:02:05 Rate-hike odds jump as inflation data looms 00:03:56 Mortgage pain and a housing standoff 00:04:50 ECB hikes amid war-driven inflation 00:05:34 AI trade wobbles while Oracle and Broadcom deliver 00:06:50 Tech, retail, and corporate movers 00:08:41 Crypto, wealth, and alternative investing 00:10:11 Midterm politics and policy fights 00:11:18 Sports business headlines 00:11:43 Power Players: the women's sports and combat boom 00:12:27 IPO watch and international notes 00:13:02 Closing View episode details → https://bri.so/show/episode/01a08d55-f74f-74bc-89a3-0f2fe511f7e2 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Oil breaks $100 on US-Iran escalation, Treasury buybacks and trade threats roil markets, and major deals reshape aerospace, energy, and AI. Timeline: 00:00:04 Opening 00:00:29 Oil Tops $100 as US-Iran Fighting Escalates 00:01:28 Diesel at 20-Year Lows, Gas Above €80 00:02:58 Bessent Triples Debt Buyback, Yen Pressure 00:04:38 Trump Trade Threats Hit Canada 00:05:36 Equity Strategy: Still a Bull Market 00:07:52 Deal Flow: GE's $11.75B Buy, Comcast Slides 00:09:04 AI and IPOs: Anthropic Credit Expansion 00:10:16 Sports Business: NFL Streaming and Australia 00:10:57 Closing View episode details → https://bri.so/show/episode/01a0882f-8743-778e-80c3-bad059b24356 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Markets are on edge as oil nears $99 amid US-Iran escalation and bond yields surge, while tariffs reshape trade and pharma, corporate scandals and IPOs make headlines, and AI keeps fueling tech and data-center stories. Timeline: 00:00:04 Opening 00:00:28 Mideast Tensions Push Oil Toward $99 00:03:07 Bond Market Jitters: Crisis or Correction? 00:04:14 Treasury Debt Buybacks and Sovereign Debt Stress 00:05:20 Tariff Relief and Trade Wars 00:06:32 Pharma and Food Under Pressure 00:07:41 Stock Movers: Drug Trials and Cyber Fallout 00:09:10 AI Momentum: OpenAI, Chips and Data Centers 00:11:28 India's IPO Moment 00:12:23 Geopolitical Flashpoints: Ukraine and UK Sanctions 00:13:22 Corporate Credit and Deal-Making 00:15:00 Private Credit, Tokenization and Money Laundering 00:16:19 Consumer, Culture and Quick Hits 00:18:42 Closing View episode details → https://bri.so/show/episode/01a08309-2a02-774b-8dab-9d007ab73593 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

A calmer stock market hides big crosscurrents: Fed officials split over rate hikes, credit and Treasury markets flashing warnings, corporate drama from Nvidia's Hugging Face deal to Campbell's slump, and geopolitics from oil surges to tariffs. Plus travel, retirement savings, and a Honey Deuce cocktail to close. Timeline: 00:00:04 Opening 00:00:33 Fed's Waller vs. Warsh: Rates, Inflation, and the Market Rally 00:02:29 Calm Credit Markets, Hidden Trillion-Dollar Dislocation 00:04:23 Private Credit Pressure Points 00:05:12 AI Momentum: Nvidia-Hugging Face and the Adoption Phase 00:07:08 Retail Trading Mania and Market Movers 00:08:04 Oil on the Edge: Iran Strikes and the War-Fueled Trade 00:09:03 Trade Tensions: Canada Retaliates, China Auto Ban Push 00:09:53 Retirement Records—and Retirement Leaks 00:10:43 Institutions Under Strain: Endowments and City Budgets 00:11:32 Travel Wobbles: Self-Inflicted Problems and Trade-Down 00:12:22 Corporate Pains: Campbell's Slump and ChargePoint's Turn 00:13:09 Scandals and Courtrooms: Wine Fraud and Leon Black 00:13:49 A Lighter Finish: Honey Deuce, Boxing, and the NFL Goes Global 00:14:50 Closing View episode details → https://bri.so/show/episode/01a06949-faf4-736d-a9b4-9dd2076d3148 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

From a widening US-Iran conflict pushing oil toward $90 and Treasury yields to multi-year highs, to KKR's $3.3 billion payday, the Angels' record sale, and the AI buildout hitting local resistance — a tour of the deals, data, and decisions moving markets today. Timeline: 00:00:04 Opening 00:00:43 Mideast Conflict Sends Oil Soaring 00:04:16 Yields Surge as Fed and Jobs Data Pull Apart 00:06:36 AI Boom Meets Data Center Backlash 00:08:49 Deal Frenzy: KKR's Windfall, Anthropic's Shadow, Elliott's Telekom Play 00:11:18 Sports Billions and Corporate Shake-Ups 00:13:32 Climate, Care, and Working Life 00:15:00 Closing View episode details → https://bri.so/show/episode/01a06423-a2ff-70df-962a-6a564b807218 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

U.S. stocks slid on Monday as the U.S. and Iran exchanged strikes for the first time in about a month, pushing Brent crude above $90 a barrel and pressuring rate-sensitive sectors like utilities. California utility stocks plunged after lawmakers struck a wildfire liability deal, and the 10-year Treasury yield topped 4.75% for the first time since January 2025 as rate-hike bets built. This episode covers the market fallout from the Middle East conflict, the oil and Venezuela angle, gold and silve Timeline: 00:00:00 Opening 00:00:18 Stocks slide as U.S.-Iran strikes lift oil 00:01:11 California utilities plunge on wildfire bill 00:02:20 10-year yield tops 4.75% on rate-hike bets 00:03:32 Brent tops $90 as oil and Venezuela deal shake markets 00:04:38 Gold, silver and crypto react to strikes and rate expectations 00:04:47 GE Vernova slips on Elon Musk remarks View episode details → https://bri.so/show/episode/01a059d6-2d8d-75cc-8caf-5e551ca255db This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

This episode breaks down a busy market day, headlined by Federal Reserve Chairman Kevin Warsh's hawkish Jackson Hole debut. His "may have work to do" inflation remarks pushed the two-year Treasury yield higher, lifted rate-hike odds, strengthened the dollar, and cooled gold and bitcoin — even as stock traders welcomed the shift. The show also covers Salesforce's record AI-driven rally, Marvell's 6% slide despite strong revenue growth, Take-Two's momentum from the Grand Theft Auto 6 trailer, the Timeline: 00:00:00 Opening 00:00:27 Warsh's hawkish Jackson Hole debut shakes markets 00:01:48 Salesforce soars as AI story quiets skeptics 00:02:23 Marvell slides 6% despite 37% revenue growth 00:02:54 Take-Two climbs on GTA 6 blockbuster signals 00:03:11 Yen slides past 160 as Bessent, Warren clash 00:04:04 Corn and wheat jump to three-year highs View episode details → https://bri.so/show/episode/01a04a63-c52f-749f-93c8-b4410d2c4e7d This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Nvidia's blowout earnings and bullish multi-year guidance added more than $400 billion to its market value, carrying the broader market as the AI trade powered a tech rally. That AI wave spilled into software and cybersecurity, with Salesforce posting its second-best day ever, CrowdStrike hitting a record quarter, and Okta surging on surging demand for AI-driven security tools. Elsewhere, Treasury yields climbed and gold pulled back modestly as markets positioned for Fed Chair Kevin Warsh's firs Timeline: 00:00:00 Opening 00:00:24 Nvidia adds $400 billion after blowout guidance as AI trade carries the tape 00:01:12 AI demand powers software and cybersecurity: Salesforce, CrowdStrike and Okta surge 00:02:18 Jackson Hole eve: Treasury yields climb, gold pulls back after PCE data 00:03:30 Gap jumps 12% as it names a new Old Navy CEO to revive a struggling brand 00:03:52 Dollar stores diverge: Dollar General lifts outlook while Dollar Tree holds steady 00:04:19 Best Buy beats estimates and hikes outlook, yet the stock falls View episode details → https://bri.so/show/episode/01a0453d-30c6-7349-81cc-7d65245e938d This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

On this episode, we break down a day on Wall Street where stocks tread water as Treasury yields climbed toward five percent, while investors digested the Fed's preferred inflation gauge and awaited Nvidia's earnings. We look at the cooler-than-expected core PCE reading and what it means for the Fed's September decision, the pressure on Fed Chairman Warsh heading into Jackson Hole amid Treasury Secretary Bessent's debt strategy, and the emerging threat to Nvidia's margins from custom AI silicon l Timeline: 00:00:00 Opening 00:00:23 Closing tape: stocks tread water as Treasury yields climb toward five percent 00:01:10 Core PCE cools to 3.3% as spending softens, keeping the Fed's September call open 00:02:15 Jackson Hole: Warsh pressed to show his hand as Bessent's debt strategy makes November refunding a wildcard 00:03:16 Nvidia reports as OpenAI's custom chip posts inference-efficiency wins over Blackwell 00:03:58 Guidance splits the tape: Intuit slides on a weak forecast; Abercrombie and Smucker climb on raised outlooks 00:04:38 Boston Scientific shares fall as cyberattack disrupts product shipping View episode details → https://bri.so/show/episode/01a04017-163d-7573-b0a6-8b19728f350e This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Chip stocks led a higher close ahead of Nvidia's earnings as Treasury yields slipped and oil slid. The episode digs into the pressure on Nvidia to deliver more than a headline beat, the market impact of Treasury Secretary Bessent's bond buyback plan and its skeptics, and steep selloffs for Intuit and Dick's Sporting Goods on weak guidance. It also covers a 3% oil drop as the U.S. shifts to economic pressure on Iran, ongoing Ukrainian strikes on Russian fuel supply, and a revived "debasement trad Timeline: 00:00:00 Opening 00:00:31 Stocks Close Higher as Yields Slip and Oil Slides, Chips Lead Into Nvidia 00:01:13 Nvidia's Earnings Test: A Seven-Day Slide Meets Questions on Capital Deployment 00:01:54 'Bessent Put' Delivers a Long-Bond Squeeze — and a Chorus of Doubters 00:03:00 Guidance Shocks Hit Two Household Names: Intuit Slumps 11%, Dick's Falls 25% 00:03:22 Oil Drops 3% as Iran Pressure Turns Economic, While Ukraine Strikes Keep Hitting Russian Supply 00:04:18 Debasement Trade Revives: Gold Hits a 3-Month High, Bitcoin Tops $81,000 View episode details → https://bri.so/show/episode/01a03af0-ac79-75ba-ae4b-fcaba715dda0 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Stocks closed lower Monday as semiconductor weakness dragged the S&P 500 and Nasdaq ahead of a heavy week, with Nvidia's earnings, inflation data, and the Jackson Hole symposium all set to set the tone. Nvidia's charts flash a yellow light into its report, while the company says its Groq racks will come online this year. Treasury yields dipped on reports that Bessent could tap the near $1 trillion General Account to fund bond buybacks, though Wall Street firms, prediction markets, and Citadel Se Timeline: 00:00:00 Opening 00:00:18 Stocks close lower as chip weakness sets the tone 00:01:04 Nvidia earnings: charts flash a yellow light into the AI trade's biggest test 00:01:52 Treasury buybacks and the fight over long-term yields 00:02:50 Trump's 50% Canada auto tariff threat sends steel stocks higher 00:03:30 Anti-Iran sanctions plan signals China is not exempt as oil slips 00:03:57 Bitcoin breaks its range in the biggest three-day rally since 2023 View episode details → https://bri.so/show/episode/01a035c9-decb-702c-993d-89009a9f3677 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

This episode covers a turbulent trading day across markets. The Treasury Department said it will at least double the cap on its long-dated bond buybacks, pulling yields back from multi-year highs and lifting stocks. Marvell shares jumped 10% after issuing a warrant letting Google buy up to $12.2 billion in stock as part of an AI chip deal. Moderna and Merck reported a late-stage success for their personalized mRNA melanoma vaccine, sending both stocks soaring. Retailers diverged: Target raised i Timeline: 00:00:00 Opening 00:00:21 Treasury doubles bond buybacks, yields retreat and stocks climb 00:01:02 Marvell pops 10% on AI chip deal with Google 00:01:33 Moderna and Merck's melanoma vaccine succeeds; both stocks soar 00:02:12 Retail split: Target shines while Lowe's and TJX struggle 00:02:35 Trump pauses Canada tariffs for three days, claims a deal 00:03:26 Carvana under pressure as Mark Walter probe fuels jitters View episode details → https://bri.so/show/episode/01a01c09-d86f-71b0-b0a5-84a20d97e049 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Long-dated U.S. Treasury yields surge to multi-year highs, with the 30-year topping 5.33% — a 19-year high — as inflation worries and a deepening global bond selloff squeeze Main Street borrowing costs. Energy stocks climb toward records as oil rises on the Trump administration's hard line in the Strait of Hormuz, with no talks scheduled with Iran and Russia's oil exports extending their slump amid Ukrainian drone strikes. Home Depot beats second-quarter estimates and holds guidance despite "fro Timeline: 00:00:00 Opening 00:00:29 Treasury yields surge to a 19-year high 00:03:04 Energy stocks near records as oil climbs on Hormuz standoff 00:05:39 Home Depot beats estimates despite a frozen housing market 00:07:12 Carvana extends losses on Walter probe and stake-sale fears View episode details → https://bri.so/show/episode/01a016e4-32de-75de-893f-30de4ab65121 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Wall Street pulls back from record highs as fresh data shows consumer spending softened in July, with sentiment souring on lingering inflation concerns. Soft retail sales push the dollar to its lowest since May and weigh on rate-hike bets, sending two-year yields lower while silver climbs above $65. Tariff actions target foreign-made and Chinese drone components, sparking a rally in drone stocks. Housing investors call the current market their toughest in at least three years as mortgage rates h Timeline: 00:00:00 Opening 00:00:27 Stocks slip from record highs as consumer spending cools 00:01:36 Dollar hits lowest since May after soft retail sales 00:02:31 Drone stocks rally after tariffs on foreign-made components 00:03:29 Mortgage rates hit yearly high as housing investors sour 00:04:17 Brazilian assets post bruising losses on election angst 00:05:05 White sugar rally adds to steep refining margins View episode details → https://bri.so/show/episode/01a0024a-443f-75c3-819a-fcf4495d910d This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Markets opened higher as flat July wholesale prices eased worries about further Federal Reserve rate hikes, though Fed officials split on the inflation path ahead of Jackson Hole. Cisco slid 8% despite an earnings beat and raised guidance, while Workday posted its best day in a decade on a report that Silver Lake is in talks to buy the company. AMD is set to raise $4.75 billion in its largest-ever dollar bond sale, the U.S. 30-year auction cleared at its highest yield since 2001, and oil retreat Timeline: 00:00:00 Opening 00:00:33 Rate-hike bets ease as July PPI comes in flat 00:01:54 Cisco slides 8% despite earnings beat 00:02:39 Workday surges on Silver Lake takeover report 00:03:45 AMD's biggest-ever dollar bond sale 00:04:59 30-year auction clears at highest yield since 2001 00:06:07 Oil retreats as Hormuz exports hold steady View episode details → https://bri.so/show/episode/019ffd24-7b01-70be-a909-552a05a6cf0e This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

U.S. stocks climbed off a two-day slide after July's consumer price report came in right in line with expectations, with cooling core inflation easing pressure on the Federal Reserve ahead of its September meeting. The session was fueled by a tech rally, led by a double-digit premarket surge in CoreWeave on doubled revenue from booming AI demand. Elsewhere, Wendy's jumped to a seven-week high on a reported take-private bid from Nelson Peltz's Trian, a $42 billion auction of 10-year Treasuries cl Timeline: 00:00:00 Opening 00:00:44 US Stocks Close Higher on In-Line CPI 00:01:50 Cooling Core Inflation Eases Fed Pressure 00:02:41 Wendy's Jumps on Trian Take-Private Report 00:03:24 US 10-Year Auction Clears at 2007-Era Yields 00:04:20 CoreWeave Surges on Doubled Revenue 00:05:16 Oil Mixed as Hormuz Talks Stay Deadlocked View episode details → https://bri.so/show/episode/019ff7fe-0670-712c-85e9-cb5e0989acaf This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

Tuesday's tape was dominated by crosscurrents from the Strait of Hormuz, where conflicting reports on a US-Iran deal moved oil, equities, and bonds ahead of Wednesday's July CPI release. Credit markets took comfort as Nvidia narrowed its $500 billion AI financing plan, easing credit-risk measures. The episode also covers oil climbing above $83 a barrel on Iran's conditions, the high stakes around July CPI as record bond shorts meet multi-decade long-end yields, bitcoin miner Riot Platforms surgi Timeline: 00:00:00 Opening 00:00:37 Stocks Close Lower on Hormuz Deadlock Ahead of CPI 00:01:48 Nvidia Credit Risk Eases on Narrowed $500 Billion Plan 00:03:12 Oil Tops $83 as Iran Conditions Hormuz Reopening 00:04:31 July CPI Weighs on Record Bond Shorts and Long-End Yields 00:05:46 Riot Platforms Surges on $9 Billion Anthropic Compute Deal 00:06:52 Intel Upsizes Stock Offering to $20 Billion at $95 View episode details → https://bri.so/show/episode/019ff2d7-1d1c-70dc-a009-d2bdaa10d2f5 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

US stock futures pushed to fresh records following a sharp slowdown in the latest jobs report, setting up a pivotal week with Wednesday's CPI print as the main catalyst. This episode breaks down the market-moving stories of the day: cybersecurity names CrowdStrike and Palo Alto Networks hitting records after the Black Hat conference, oil reclaiming $82 a barrel as doubts grow over a Strait of Hormuz deal and Saudi Arabia delays its Jazan restart, TSMC reporting a 45% surge in monthly sales on AI Timeline: 00:00:00 Opening 00:00:28 Stocks at records as investors brace for Wednesday's CPI 00:01:49 Cyber stocks hit records as AI security demand surges 00:02:40 Oil reclaims $82 as Hormuz deal doubts mount 00:03:54 TSMC monthly sales jump 45% on AI hardware demand 00:04:48 SpaceX closes back above its $135 IPO price 00:05:58 Gold notches best week in seven months as silver follows View episode details → https://bri.so/show/episode/019fedb1-1c8d-7232-89c0-dd9c518d8224 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].

This episode covers the day's biggest market and geopolitical moves. A weaker-than-expected July jobs report—with payrolls down 23,000 and downward revisions—still sent stocks and short-term Treasuries higher as investors bet the Fed will hold off on rate hikes. The dollar slipped to its lowest level since May, and hedge funds slashed bearish yen bets after coordinated US-Japan efforts. SpaceX shares rallied for a second straight day, closing in on their $135 IPO price, while Airbnb jumped 15% o Timeline: 00:00:00 Opening 00:00:23 Weak July Jobs Report Sparks Stock and Bond Rally 00:01:13 Dollar Slips to Multi-Month Low; Yen Shorts Slashed 00:02:01 SpaceX Nears Its $135 IPO Price After Big Rally 00:02:43 Airbnb Surges 15% on Earnings Beat, AI Focus 00:03:26 Copper Tightens as US and China Compete for Metal 00:04:11 Hormuz Deal Teases Keep Markets on Edge View episode details → https://bri.so/show/episode/019fde3d-be70-756f-817d-1afdac5ee882 This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. https://bri.so Contact us at [email protected].