All Episodes

AI Is Driving Profits Higher, but It’s Not the Whole Story (ft. Nasdaq Chief Economist)

Tesla’s Roadster Takes Flight, Netflix Shakes Up Its Leadership

CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter

OpenAI Engineer Arrested for Spying, September CPI Comes In Hot

Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI

Amazon Eyes $7B AI Deal, Starbucks Denies Chipotle Takeover

Why This Market Refuses to Break (ft. Jason Ware)

SpaceX Takes Aim at Phone Carriers, Starbucks Explores Chipotle Takeover

Paramount-Warner Deal Closes with $79B in Debt, Pepsi Cuts Its Outlook

SpaceX in Talks to Borrow $40B to Buy Nvidia Chips, Uber Gets Into the Catering Business

Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power

White House Launches 'Super Intelligence Force', The Stock Market Is More Divided Than It Looks

Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal)

Nike Sinks After Earnings, Weak Jobs Report Sends Stocks Higher

Micron Posts Monster Quarter, Apple Readies Smart Home Devices

AI CEOs Sign Safety Accord, PCE Inflation Comes In Cool

Oura Pulls it’s IPO Last Minute, FICO’s Monopoly Comes Under Fire

Nvidia's Record $150B Buyback, Meta Poaches MongoDB's CEO

The Case for AI Doomerism (ft. Kevin Roose)

Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation

Meta Debuts New AI Devices, Oracle Falls After Data Center Construction Faces Delays

Mortgage Rates Hit Highest Level in 2 Years, Meta Tests ‘Human Concierge’ for Muse

Meta Stock Explodes on Muse Hit, Markets Flash Warning Not Seen Since 1999

Novo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger

How Tokenization Could Change Stock Trading Forever (ft. Matthew Hougan)

Buffett Steps Down as Berkshire Chairman, Japan Raises Rates (And Why That Matter to You)

Fed Kicks Off New Hiking Cycle, SEC Greenlights Tokenized Stocks

Zuckerberg Rejects AI Slowdown, Fed Expected to Start Hiking Cycle

10-Year Treasury Yield Hits 5%, Bitcoin Rally Hits a Wall

AI CEOs Call for a Slowdown, First Fed Hike in 3 Years?

Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors

Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm

Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro

Amazon Sued Over Ad Prices, Shein's IPO Falls Flat

Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes

SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu)

Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok

Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears

OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings

Bond Market Chaos Sends Bitcoin Soaring, Apple Unveils New Generation of Macs

U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming

CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs

Deep Dive: Is the Era of Cheap Money Over?

Unitree Surges 460% In Wild IPO Debut, Anthropic Looks to One-Up SpaceX

Bessent Steps In with Rare Bond Buyback, Walmart Sinks On Weak Sales Growth

Moderna Soars on Cancer Vaccine Breakthrough, Target’s Turnaround Gains Steam

Tesla Targets Cybercab Launch in August, Google Buys Spirit Airlines’ Data

Apple Warned Not to Buy Chinese Chips, Meta Faces $1.4 Trillion Trial

The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)

Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?

OpenAI’s Revenue Hits $40B, Reddit to Join the S&P 500

Cerebras Stumbles After Earnings Report, Lakers Sell for Record $12.5 Billion

CoreWeave Shares Pop as Revenue Doubles, Cava’s Strong Traffic Growth Ignites Investor Appetite

Nvidia Taps Wall Street for $500B, Anthropic Eyes September IPO

Berkshire Hathaway Puts Cash to Work, Zuck Defends AI in New Manifesto

U.S. Economy Loses Jobs in July, Airbnb Posts Best Quarter In Years

Disney Eyes Free Streaming, Eli Lilly Sells $15B of Weight-Loss Drugs

SpaceX Falls After First Earnings, AMD Drops Despite Data Center Growth

Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem

The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger

Who's Actually Winning the AI Race? (ft. Alex Heath)

Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout

Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI

SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers

Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat

Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership

The AI Spending Boom Faces a Reality Check (ft. John Petrides)

Deep Dive: Did China Break the AI Trade Again?

Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract

Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors

Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly

GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada

Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings

The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)

Deep Dive: The Real Reason Apple Sued OpenAI

Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch

TSMC Profit Surges 77%, SpaceX Falls Below IPO Price

PayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating

IBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls

Apple Sues OpenAI for Stealing Trade Secrets, SK Hynix Gets Hammered

How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware)

Deep Dive: How Meta Plans to Make Money from AI

SK Hynix Makes $26.5 Billion Nasdaq Debut, Delta Warns Airfares Aren't Coming Down

Nvidia Is Cheapest It’s Been Since 2019, Meta Tests New ‘Super’ Glasses

Apple Commits $30B to Broadcom in Chip Deal, Blue Origin Raises $10B

SpaceX Joins Nasdaq 100 Index, Samsung Profits Surge 19x

Microsoft Cuts 20% of Xbox Staff, Apple Locks In Broadcom for AI Chips

Apple Is Blaming AI for Price Hikes — Here’s What Happens Next (ft. Mark Gurman)

OpenAI Proposes 5% Government Stake, Apple Turns to Blacklisted Chinese Chips

Trump’s Crypto Fortune Balloons, Meta Builds a Cloud Business

Michael Saylor Forced to Sell Bitcoin, Supreme Court Defends Fed Independence

SpaceX Eyes Mobile Phone Partnership, Rocket Lab Acquires Iridium for $8B

How Databricks Became One of the World's Most Valuable AI Companies

Deep Dive: Why AI Is Raising the Price of Everything

OpenAI IPO Likely Delayed to 2027, Apple Jacks Up Prices to Absorb AI Shock