All Episodes
Morning Brief — 402 episodes · page 1 of 5
Walmart cautious, futures lower, Iran tensions rise
US lags global surge, valuation gap widens, Japan energy deal advances
Tech sell-off deepens, AI disruption debate, IPO window tested
Retail buys software dip, value leads early, bitcoin hunts catalyst, McDonald's leans on value
Blowout jobs report, rate cut bets pushed to July, AI rotation widens
Stocks near highs, tech doubt lingers, consumer cracks show
Tech rebound fades, data risk looms, AI rotation questioned
AI selloff drives tech rotation, Amazon capex stuns, dollar pressure builds
Tech capex shock, crypto slides, rotation debate
Tech-led selloff lingers, AI fears resurface, earnings reset expectations
Commodities whip, AI capex pressure, earnings spotlight
Earnings deluge, AI capex shock, gold surge
Earnings momentum, tariff noise fades, Fed focus sharpens
Intel outlook rattles markets, AI trade cools, TikTok deal resolved
Stocks steady, AI leadership returns, volatility fades
Tariff threats shake markets, rates back in focus, earnings test sentiment
Tech-led rebound, earnings optimism, AI power strain, fintech pressure on banks
AI earnings reset risk appetite, banks fade on valuation, oil slides on geopolitics
Cooler core CPI, Fed path intact, banks split on earnings
DOJ's probe of Fed's Powell: What investors need to know
What unemployment, 'stagnant' labor market mean for Fed rate cuts
Trump's plans for Venezuelan oil, defense spending hikes
S&P 500 and Dow records, ADP data, Venezuela oil
Nvidia CEO unveils new AI endeavors at CES 2026
US invades Venezuela, market reaction
CES 2026: What to expect from Nvidia CEO Jensen Huang's keynote
AI bubble concerns heading into 2026, Warren Buffett's last day as CEO
Meta to acquire AI startup Manus: There's an 'arms race' in AI
Silver and gold prices, bitcoin, stock futures waver
Santa rally watch, metals rip higher, Nvidia deal stuns, 2026 risks loom
AI rotation call, commodities rip higher, deal chatter drives tickers
Stronger GDP jolts rate-cut bets, tech resets into 2026, metals rip on supply shocks, Novo pill ignites GLP-1 race
Crypto volatility, metals surge, index rules loom, healthcare screens shift
Bank rally, TikTok deal inked, Nike stumble, AI moves beyond Big Tech
Cooler CPI, caveats linger, tech rebounds on Micron
OpenAI–Amazon $10B talks, Oracle funding snag, Medline debuts in biggest IPO
Fed’s final 2025 cut, Netflix’s $72B Warner Bros deal, Apple shake-up
Nvidia wins China approval, Paramount launches $108B hostile bid, Fed’s ‘hawkish cut’ arrives
Fed cut on deck, Oracle and Broadcom test AI trade, Buffett era winds down
Netflix’s $72B Warner Bros deal, key PCE print, Apple exec exodus
AI race tilts toward Google, jobs data weakens, Macy’s cautious on holiday
Stocks rebound, Bitcoin steadies, leveraged crypto ETFs crash
Stocks fall to start December, Bitcoin sinks, Fed decision looms
Retail cools, Alphabet races toward $4T, Nvidia slips on Google chip threat
Stocks rebound, retail earnings on deck, Fed debate heats up
Stocks rebound after wild swing, Bitcoin crashes, Warner Bros bids roll in
Nvidia powers market rebound, jobs data surprises, Walmart beats big
Nvidia earnings test AI boom, Target cuts outlook, Summers quits OpenAI board
Stocks break below key levels, Bitcoin sinks, Home Depot warns on consumer
Bitcoin meltdown, Nvidia test, and Buffett’s big bet on Alphabet
Walmart CEO exits, tech sell-off deepens, Fed split grows
Shutdown vote lifts futures, AMD talks big on AI, Circle cools
Shutdown deal nears, SoftBank exits Nvidia, AI stocks wobble
Shutdown deal lifts stocks, Disney earnings on deck, AI bubble fears
Musk wins $1T pay vote, AI robot hype, Bitcoin dips again
Record layoffs, FAA flight cuts, Tesla’s $1T pay vote
Tech rout tests AMD, McDonald’s snack wrap boom, Bitcoin whales sell
Palantir tumbles, Burry bets against AI darlings, shutdown pain grows
Buffett’s record $382B cash pile, $40B Kenvue deal, OpenAI’s $38B Amazon pact
US–China truce, Fed hawkish, Big Tech spending surge
Nvidia hits $5 trillion, Fed decision day, Boeing’s $4.9B charge
Amazon cuts 14,000 jobs, OpenAI restructures, Fed meeting begins
Trade truce optimism, Big Tech earnings week, Fed cut ahead
Inflation cools, Fed cut locked in, Intel rebounds
Tesla misses, oil jumps, Southwest CFO on bag fees
Netflix misses, gold drops, Tesla earnings on deck
Earnings drive markets, GM surges, Warner Bros. explores breakup
Amazon outage hits web, Tesla earnings ahead, CPI finally coming
Trump softens China tariffs, gold rallies, regional banks hit
AI trade surges, Fed split, United lifts outlook
Bank earnings beat, gold at record highs, Trump escalates China threats
China tensions hit markets, big banks beat, J&J spin-off
Trump softens tone on China, markets rebound, OpenAI signs Broadcom deal
Buy-everything rally rolls on, CPI workaround, Levi’s slips
Stocks steady, Pepsi and Delta beat, gold still shining
Gold hits $4,000, Nvidia invests in Musk’s xAI, Fed Minutes ahead
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout
OpenAI hits $500B, shutdown drags on, Buffett’s $9.7B deal
Government shutdown begins, gold surges, Nike and Buffett deals
Shutdown deadline, tariffs expand, Spotify CEO exits
Government shutdown looms, EA buyout, tariffs hit movies
Trump tariffs expand, PCE steady, Boeing lifted
GDP surges, tariffs expand, Starbucks cuts jobs
Micron and Alibaba fuel AI rally, Powell cautious, lithium deal
Nvidia pours $100B into OpenAI, gold rallies, Powell speaks
Markets ease, Oracle shakeup, Trump’s $100K visa fee
Markets pause at records, Trump–Xi call, FedEx tops
Nvidia invests $5B in Intel, Fed fallout, UK tech push
Fed decision day, China bans Nvidia chips, Trump in UK
Fed meeting begins, retail sales strong, Trump sues NYT
Fed meeting nears, Musk buys Tesla, Nvidia probed
CPI heats, Fed cut in focus, Oracle fuels rally
Oracle soars, Wall Street lifts targets, PPI cools
Apple iPhone launch, Oracle earnings, jobs revision ahead
Jobs miss, Fed cut bets surge, Musk’s $1T payday
Google wins the antitrust case, bond yield spikes, and retail splits
Stocks slip in September, Kraft Heinz split, Pepsi in play
Inflation steady, Fed cut odds, AI chips slide
Nvidia wavers, GDP surprise, Mexico-China tariffs