Activity Overview
Episode publication activity over the past year
Hedge fund co-founder claims $7M coup scam
26 Jun 2025
Contributed by Lukas
Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bez...
Here comes the droid ETF
25 Jun 2025
Contributed by Lukas
Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1...
States win first round in EV charger lawsuit
25 Jun 2025
Contributed by Lukas
Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market sha...
Fed's Powell sticks to his guns
24 Jun 2025
Contributed by Lukas
The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Co...
Israel–Iran ceasefire in question
24 Jun 2025
Contributed by Lukas
The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell ...
Futures tick up after U.S. strikes in Iran
23 Jun 2025
Contributed by Lukas
Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhoneP...
Home Depot reportedly makes move on GMS
20 Jun 2025
Contributed by Lukas
Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Te...
Powell signals higher prices as Fed holds
19 Jun 2025
Contributed by Lukas
Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still...
Home building activity takes hit in May
18 Jun 2025
Contributed by Lukas
Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI st...
Meta offering $100M bonus to poach OpenAI talent?
18 Jun 2025
Contributed by Lukas
Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stableco...
Clear Kool Aid and Jell-O? Kraft ditches dyes
17 Jun 2025
Contributed by Lukas
Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs ...
Solar sinks as Senate eyes tax credit sunset
17 Jun 2025
Contributed by Lukas
Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (...
Oil down, stocks up on report Iran wants talks
16 Jun 2025
Contributed by Lukas
Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ...
Google may cut ties with Scale AI
16 Jun 2025
Contributed by Lukas
Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - ...
Mideast events will shape Fed week
15 Jun 2025
Contributed by Lukas
Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tou...
Wall Street Weekend: Israel, Iran, and oil
14 Jun 2025
Contributed by Lukas
This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&am...
Wall Street Roundup: AI, IPOs, and standout earnings
13 Jun 2025
Contributed by Lukas
Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Interne...
Markets shake as Israel strikes Iran
13 Jun 2025
Contributed by Lukas
Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some ski...
The media shakeout has begun
12 Jun 2025
Contributed by Lukas
Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs marke...
Boeing tumbles on reports of Air India crash
12 Jun 2025
Contributed by Lukas
Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) t...
Retail inflation shows little tariff impact
11 Jun 2025
Contributed by Lukas
CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quan...
Game On!
11 Jun 2025
Contributed by Lukas
Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (P...
Mark Zuckerberg assembling ‘superintelligence group’
10 Jun 2025
Contributed by Lukas
The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan S...
UnitedHealth shops Latin American unit at deep discount
10 Jun 2025
Contributed by Lukas
UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chim...
Warner Bros Discovery announces split
09 Jun 2025
Contributed by Lukas
The media company will split into separate streaming and network companies. (0:15) Tesla sees two do...
Qualcomm to acquire Alphawave for $2.4B
09 Jun 2025
Contributed by Lukas
Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in ...
Inflation back on the Fed radar and expected to rise
08 Jun 2025
Contributed by Lukas
May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may...
Wall Street Roundup: A tale of two Teslas
06 Jun 2025
Contributed by Lukas
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Sem...
GLP-1s, Gen Z dent Jack Daniel’s sales
06 Jun 2025
Contributed by Lukas
Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) ga...
Is Tesla losing a Trump premium?
05 Jun 2025
Contributed by Lukas
Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit...
Auto trouble brewing over rare earth curbs
05 Jun 2025
Contributed by Lukas
Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Cl...
Wedbush AI ETF debuts
04 Jun 2025
Contributed by Lukas
The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic j...
Texas puts snacks on notice
04 Jun 2025
Contributed by Lukas
Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ad...
Barbie gets her own film studio
03 Jun 2025
Contributed by Lukas
Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidan...
Tech, Media Giants Slash More Jobs
03 Jun 2025
Contributed by Lukas
Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hund...
Meta aims to fully automate ads with AI
02 Jun 2025
Contributed by Lukas
Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s ...
Steel surges on tariff hike
02 Jun 2025
Contributed by Lukas
Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahe...
First look at the tariff job market
01 Jun 2025
Contributed by Lukas
May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) ...
Wall Street Roundup: The fog of tariffs
30 May 2025
Contributed by Lukas
Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more diff...
Big tech, big rulings, big rebounds
30 May 2025
Contributed by Lukas
Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues st...
How Trump can bring back tariffs
29 May 2025
Contributed by Lukas
Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling....
Judges Check Trump’s Trade Authority
29 May 2025
Contributed by Lukas
Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizin...
Shein reportedly aims for Hong Kong debut
28 May 2025
Contributed by Lukas
Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed ...
Tesla sales tumble in Europe
27 May 2025
Contributed by Lukas
Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV)...
Nvidia earnings look make or break for market
25 May 2025
Contributed by Lukas
Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measur...
Wall Street Roundup: retail earnings, Reddit volatility, AI momentum
23 May 2025
Contributed by Lukas
Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentu...
Banking titans in early talks for shared stablecoin
23 May 2025
Contributed by Lukas
Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit ag...
Bitcoin celebrates Pizza Day with new high
22 May 2025
Contributed by Lukas
Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existin...
Talk of taking Fannie, Freddie public resurfaces
22 May 2025
Contributed by Lukas
Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sel...
UnitedHealth slides on report of nursing home kickbacks
21 May 2025
Contributed by Lukas
The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:5...
Trumps ‘Golden Dome’
21 May 2025
Contributed by Lukas
Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NS...
Victoria's Secret adopts poison pill
20 May 2025
Contributed by Lukas
The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end ...
CATL soars in Hong Kong debut
20 May 2025
Contributed by Lukas
Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downpl...
Nvidia unveils its next-gen AI tech
19 May 2025
Contributed by Lukas
CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded...
Alibaba dips on reported Apple AI scrutiny
19 May 2025
Contributed by Lukas
Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Mo...
Moody's cuts U.S. debt rating
18 May 2025
Contributed by Lukas
The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare...
Wall Street Roundup: UnitedHealth, retail, tech, and tariffs
16 May 2025
Contributed by Lukas
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:...
GlobalWafers commits $7.5B to U.S. growth
16 May 2025
Contributed by Lukas
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galact...
Walmart warns of higher prices even with lower tariffs
15 May 2025
Contributed by Lukas
WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton...
Medicare probe hits UnitedHealth shares
15 May 2025
Contributed by Lukas
UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's...
Big tech strikes oil
14 May 2025
Contributed by Lukas
Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback....
Foxconn profit jumps, but tariffs cast a shadow
14 May 2025
Contributed by Lukas
Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond r...
Inflation shows little tariff impact
13 May 2025
Contributed by Lukas
The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC ann...
FedEx lands Amazon deal as UPS scales back
13 May 2025
Contributed by Lukas
FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin G...
Markets react as U.S., China call tariff timeout
12 May 2025
Contributed by Lukas
U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scal...
The stock market remains undefeated
11 May 2025
Contributed by Lukas
Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflatio...
Boots, Beats & Billion-Dollar Brands
10 May 2025
Contributed by Lukas
Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, fro...
Optimistic with an asterisk
09 May 2025
Contributed by Lukas
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from...
IAG fuels fleet with Boeing, Airbus buys
09 May 2025
Contributed by Lukas
British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monst...
Why Q1 GDP was actually really good
08 May 2025
Contributed by Lukas
James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually...
Energy firms oppose U.S. ship mandate
08 May 2025
Contributed by Lukas
U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China...
Fed in a big hurry to do nothing
07 May 2025
Contributed by Lukas
Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait ...
WW International declares Chapter 11
07 May 2025
Contributed by Lukas
WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news...
Pony AI and Uber team up
06 May 2025
Contributed by Lukas
The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36)...
Wicked, Hot Wheels drive sales as Mattel preps price hikes
06 May 2025
Contributed by Lukas
Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23...
Tariffs hit Hollywood
05 May 2025
Contributed by Lukas
Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former...
Bracing for Fed's upcoming decision
05 May 2025
Contributed by Lukas
Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Food...
Warren Buffett stepping down
04 May 2025
Contributed by Lukas
The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected t...
Earnings dilute tariff concerns
02 May 2025
Contributed by Lukas
Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earni...
Amazon tops expectations, issues cautious outlook
02 May 2025
Contributed by Lukas
Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27...
McDonald's posts biggest U.S. sales drop since pandemic
01 May 2025
Contributed by Lukas
Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit...
Meta, Microsoft soar on AI, cloud strength
01 May 2025
Contributed by Lukas
Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses repo...
U.S. GDP contracts for first time since 2022
30 Apr 2025
Contributed by Lukas
Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favo...
Sony rallies on semi spin-off buzz
30 Apr 2025
Contributed by Lukas
Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (...
White House blasts idea of listing tariff costs
29 Apr 2025
Contributed by Lukas
Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies...
Trump set to ease auto tariff impact
29 Apr 2025
Contributed by Lukas
Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&...
New bitcoin fund aims for institutions
28 Apr 2025
Contributed by Lukas
The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0...
Huawei preps AI chip to challenge Nvidia: report
28 Apr 2025
Contributed by Lukas
Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGA...
Apple, Microsoft, Meta and Amazon, oh my
27 Apr 2025
Contributed by Lukas
Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and A...
Earnings dominating but don't sleep on economic data
25 Apr 2025
Contributed by Lukas
Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guida...
High costs ground summer travel plans
25 Apr 2025
Contributed by Lukas
Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from I...
Tesla the story of the week
24 Apr 2025
Contributed by Lukas
Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thurs...
IBM fails to shake DOGE worries
24 Apr 2025
Contributed by Lukas
IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after t...
Bessent comments on China tariffs
23 Apr 2025
Contributed by Lukas
Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's ...
Bulls cheer Trump-Powell detente, Elon-Tesla reunion
23 Apr 2025
Contributed by Lukas
President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusi...
Tariff risk flagged as earnings season heats up
22 Apr 2025
Contributed by Lukas
GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar impo...
DoJ targets Google’s AI edge in search
22 Apr 2025
Contributed by Lukas
DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's ...
Greenback takes it on the chin
21 Apr 2025
Contributed by Lukas
The dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15...
Airbus delays hydrogen jet by a decade
21 Apr 2025
Contributed by Lukas
Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00...
Tesla and Google earnings ahead
20 Apr 2025
Contributed by Lukas
Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12) Show ...