Activity Overview
Episode publication activity over the past year
Merck talks send Cidara soaring
14 Nov 2025
Contributed by Lukas
Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 bi...
Big Short's Michael Burry shuts hedge fund
13 Nov 2025
Contributed by Lukas
Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on ...
Alibaba’s Qwen is coming for ChatGPT
13 Nov 2025
Contributed by Lukas
Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) s...
IBM unveils Quantum Nighthawk processor
12 Nov 2025
Contributed by Lukas
Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating bo...
GM targets China-free supply chain
12 Nov 2025
Contributed by Lukas
General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO say...
Meta's chief AI scientist exits
11 Nov 2025
Contributed by Lukas
Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lif...
Dream home, lifetime loan
11 Nov 2025
Contributed by Lukas
50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake ...
AI becomes a major e-commerce player
10 Nov 2025
Contributed by Lukas
AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare po...
Markets smell a deal in D.C.
10 Nov 2025
Contributed by Lukas
Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (T...
Where is the smart money now?
09 Nov 2025
Contributed by Lukas
Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnin...
Wall Street Roundup: layoff surge, prolonged shutdown, cracks in AI trade
07 Nov 2025
Contributed by Lukas
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector...
Joby makes rush hour fly by
07 Nov 2025
Contributed by Lukas
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. w...
Nvidia CEO not so sure China wins AI race
06 Nov 2025
Contributed by Lukas
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI al...
Government shutdown hits new altitude
06 Nov 2025
Contributed by Lukas
FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22)...
OpenAI hits business customer milestone
05 Nov 2025
Contributed by Lukas
The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop i...
Record shutdown meets election day
05 Nov 2025
Contributed by Lukas
Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ a...
Michael Burry bets against AI
04 Nov 2025
Contributed by Lukas
The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’...
Palantir’s big gains, bigger drop
04 Nov 2025
Contributed by Lukas
Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to ...
OpenAI and Amazon in $38 billion cloud deal
03 Nov 2025
Contributed by Lukas
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst va...
Top FDA exec ousted
03 Nov 2025
Contributed by Lukas
The director for the Center for Drug Evaluation and Research was accused of making false statements ...
Tesla's trillion dollar question
02 Nov 2025
Contributed by Lukas
Tesla shareholders will vote on Elon Musk’s $1 trillion pay package. (0:17) Berkshire Hathaway’s...
Wall Street Roundup: is this time really different?
31 Oct 2025
Contributed by Lukas
Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earni...
Nasdaq climbs on tech wins
31 Oct 2025
Contributed by Lukas
Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS)...
Trump, Xi agree on rare earth, tariff relief deal
30 Oct 2025
Contributed by Lukas
Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes rec...
Fed cuts rates but Powell flips December script
29 Oct 2025
Contributed by Lukas
The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far ...
Joby’s taking off
29 Oct 2025
Contributed by Lukas
Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00...
Amazon weighs biggest corporate layoff yet
28 Oct 2025
Contributed by Lukas
Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21) Meta, Snap, TikTok (BDNCE) ...
Qualcomm takes on Nvidia
27 Oct 2025
Contributed by Lukas
Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. ...
Novartis puts $12B on the table
27 Oct 2025
Contributed by Lukas
Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists ...
The AI trade gets a pulse check this Fed week
26 Oct 2025
Contributed by Lukas
Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (...
Wall Street Roundup: are we in a bubble?
24 Oct 2025
Contributed by Lukas
Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5...
IT outage grounds Alaska fleet again
24 Oct 2025
Contributed by Lukas
Alaska Airlines (ALK) IT outage halts flights. (00:30) Target (TGT) cuts 1,800 corporate job positio...
Quantum names pop
23 Oct 2025
Contributed by Lukas
IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity ta...
Gold still struggling
22 Oct 2025
Contributed by Lukas
The yellow metal remains under pressure as it nears correction territory. (0:16) Beyond Meat on a wi...
DraftKings bets on predictions
22 Oct 2025
Contributed by Lukas
DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix...
China's luxury conundrum
21 Oct 2025
Contributed by Lukas
As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery o...
Apple edges toward $4T
21 Oct 2025
Contributed by Lukas
Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club: Wedbush. (00:2...
Markets march higher
20 Oct 2025
Contributed by Lukas
Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers...
Wall Street Roundup: financial earnings, golden highs, data dearth
17 Oct 2025
Contributed by Lukas
Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI...
Regional bank worries drag futures lower
17 Oct 2025
Contributed by Lukas
Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo No...
Holidays getting a retail therapy boost
16 Oct 2025
Contributed by Lukas
Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake ...
GIC sues Nio over inflated revenue
16 Oct 2025
Contributed by Lukas
Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (...
Amazon swapping humans for AI
15 Oct 2025
Contributed by Lukas
Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fun...
Stellantis bets on U.S. production
15 Oct 2025
Contributed by Lukas
Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NF...
Banks beat the Street
14 Oct 2025
Contributed by Lukas
J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Ge...
Papa John’s delivers a hot slice
14 Oct 2025
Contributed by Lukas
Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzh...
Broadcom gets the OpenAi bump
13 Oct 2025
Contributed by Lukas
The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid agai...
Crypto bounces back
13 Oct 2025
Contributed by Lukas
Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares sl...
Earnings arrive as Trump downplays China trade fight
12 Oct 2025
Contributed by Lukas
President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in...
Inflation report still in sight
10 Oct 2025
Contributed by Lukas
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22)...
Meet Ferrari's Elettrica
09 Oct 2025
Contributed by Lukas
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:...
Netflix levels up
09 Oct 2025
Contributed by Lukas
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic dru...
Nvidia invests big in xAI
08 Oct 2025
Contributed by Lukas
CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:5...
Lawmakers urge broader China chip curbs
08 Oct 2025
Contributed by Lukas
U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic cont...
Gold futures top $4,000
07 Oct 2025
Contributed by Lukas
Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits...
Deals don’t wait ‘til November
07 Oct 2025
Contributed by Lukas
Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cu...
AMD rockets on OpenAI deal
06 Oct 2025
Contributed by Lukas
OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny S...
Tesla spins up speculation
06 Oct 2025
Contributed by Lukas
Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) ...
OpenAI DevDay kicks off week as shutdown persists
05 Oct 2025
Contributed by Lukas
Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for...
Shutdown freezes release, not data
03 Oct 2025
Contributed by Lukas
How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBl...
AOL back in the merger game
02 Oct 2025
Contributed by Lukas
Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major...
Half a trillion and counting
02 Oct 2025
Contributed by Lukas
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding...
ADP steals spotlight and reports jobs losses
01 Oct 2025
Contributed by Lukas
With BLS down to one person, ADP payrolls jolt market with 32K drop. (0:15) White House withdraws ...
Senate vote triggers government shutdown, data delays
01 Oct 2025
Contributed by Lukas
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S...
Spotify CEO hands over the reins
30 Sep 2025
Contributed by Lukas
Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend uns...
Weed stocks light up
30 Sep 2025
Contributed by Lukas
Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube...
Hollywood gets the tariff treatment
29 Sep 2025
Contributed by Lukas
Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private...
Gold extends record run
29 Sep 2025
Contributed by Lukas
Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-trac...
Will Fed's Powell make it to jobs day?
28 Sep 2025
Contributed by Lukas
September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data...
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
26 Sep 2025
Contributed by Lukas
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Aliba...
Tariffs hit pharma
26 Sep 2025
Contributed by Lukas
Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to pr...
What weak economy?
25 Sep 2025
Contributed by Lukas
Three strong economic reports give the Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-fl...
Intel and Apple: A Deal in the Making?
25 Sep 2025
Contributed by Lukas
Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Fo...
NFL wants new TV deal ASAP
24 Sep 2025
Contributed by Lukas
NFL Commissioner says the league is leaving money on the table. (0:15) New home sales with surprise ...
Alibaba to boost AI investment
24 Sep 2025
Contributed by Lukas
Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26...
Next stage of AI revolution arrives
23 Sep 2025
Contributed by Lukas
Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its n...
Kenvue in focus
23 Sep 2025
Contributed by Lukas
Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs large...
Berkshire bids farewell to BYD
22 Sep 2025
Contributed by Lukas
Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilo...
Wall Street Roundup: We need to talk about Intel
19 Sep 2025
Contributed by Lukas
We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot,...
FedEx delivers earnings surprise
19 Sep 2025
Contributed by Lukas
FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. ...
Jimmy Kimmel pulled from airwaves
18 Sep 2025
Contributed by Lukas
ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new ...
Fed cuts rates for first time this year
17 Sep 2025
Contributed by Lukas
Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this ye...
Markets watch Fed as US, UK seal $42B tech deal
17 Sep 2025
Contributed by Lukas
US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House vot...
Coffee prices are percolating
16 Sep 2025
Contributed by Lukas
A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectat...
DOT grounds Delta-Aeromexico venture
16 Sep 2025
Contributed by Lukas
Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Steph...
Trump calls for earnings just twice a year
15 Sep 2025
Contributed by Lukas
The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla st...
BofA says investors should think BIG
15 Sep 2025
Contributed by Lukas
The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at...
Fed meeting: dissent is the word
14 Sep 2025
Contributed by Lukas
Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx f...
Wall Street Roundup: red flag, green flag
12 Sep 2025
Contributed by Lukas
Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping p...
Microsoft, OpenAI chart new path
12 Sep 2025
Contributed by Lukas
Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery ...
CPI clears way for Fed rate cut
11 Sep 2025
Contributed by Lukas
Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The human...
Futures edge higher ahead of CPI report
11 Sep 2025
Contributed by Lukas
Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks...
Klarna pops on NYSE debut
10 Sep 2025
Contributed by Lukas
Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes...
Oracle surges as future contracts pile up
10 Sep 2025
Contributed by Lukas
Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarn...
Jobs see record downward benchmark revision
09 Sep 2025
Contributed by Lukas
The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall i...
Nebius rockets on $17B Microsoft deal
09 Sep 2025
Contributed by Lukas
Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) ...
Tesla U.S. market share at 8-year low
08 Sep 2025
Contributed by Lukas
Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Gol...
S&P 500 shuffle sparks market moves
08 Sep 2025
Contributed by Lukas
Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after m...
Stagflation alarms could sound this week
07 Sep 2025
Contributed by Lukas
The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could b...
Wall Street Roundup: jobs data, gold highs, AI + tariff impact
05 Sep 2025
Contributed by Lukas
Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (...