All Episodes
The Rundown — 102 episodes
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
Micron’s Monster Quarter Sends Stock Ripping, Olive Garden Spoils Darden Earnings
WallStreetBets Rallies Behind Wendy’s, Cerebras Flops in First Earnings Since IPO
Tech Selloff Hits Wall Street, Google Loses Two AI Stars
SpaceX Shares Drop for Third Straight Day, Apple Price Hikes Coming Soon
What’s SpaceX Really Worth? This Analyst Says $63 a Share
OpenAI Burned $3.7B in Cash Despite Surging Revenue, Snap's New Glasses Tank the Stock
Nvidia Raises $25B in Bond Sale, SpaceX Leapfrogs Amazon in Market Cap
Stocks Rally on Potential Iran Peace Deal, Fox Buys Roku for $22 Billion
Corporate Travel Is Booming. This AI Company Is Capitalizing
Deep Dive: Why Google Just Raised $85 Billion It Didn't Need
SpaceX Makes Historic IPO Debut, Musk Becomes First-Ever Trillionaire
Oracle Sinks on Debt Fears, OpenAI Weighs Drastic Price Cuts
Anthropic Unleashes Its Most Powerful AI Model, CPI Comes In Hot
OpenAI Files for IPO, Apple Disappoints at WWDC
Apple’s WWDC Kicks Off, Google Inks $30B Deal with SpaceX
How Lumentum Became a Critical Piece of the AI Boom
Deep Dive: How Taiwan Became the Epicenter of AI
SpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance
Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI
GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal
Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout
Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract
Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)
Deep Dive: Can the SpaceX IPO Live Up to the Hype?
Dell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation
Fed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative
Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal
Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
Spotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal
SpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter
Google Revamps Search for the AI Era, Target's Turnaround Gains Steam as Sales Surge
Musk Loses Landmark Court Case Against OpenAI, Google & Blackstone to Create New AI Company
Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever
The CEO Behind the Most Controversial New League in Sports
Deep Dive: Can Cerebras IPO Live Up to the Hype?
OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings
Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China
Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy
Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss
Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain
How Space Is Unlocking New AI Markets (ft. Planet Labs CEO)
Deep Dive: Are Chip Stocks in a Bubble?
CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce
Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off
AMD Soars on AI Demand, Corning gets $500M from Nvidia
Palantir Crushes Earnings, Apple in Talks with Intel
Spirit Airlines Shuts Down, GameStop Makes $56B Bid for eBay
Investing Is Entering the Agentic AI Era (ft. Public.com CEO)
Deep Dive: What Happens if OpenAI Fails?
Apple Rides iPhone Strength to Record Quarter, Reddit Sales Surge 69%
Google and Amazon Cloud Revenue Surges, Meta Tanks After Earnings
UAE Quits OPEC, Starbucks Soars As Turnaround Plan Pays Off
OpenAI Fails to Hit Revenue Target, Google Inks AI Deal with Pentagon