Activity Overview
Episode publication activity over the past year
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 ...
Eli Lilly sees weight loss pill success
17 Apr 2025
Contributed by Lukas
Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘t...
Analysts weigh Meta’s future without Instagram, WhatsApp
17 Apr 2025
Contributed by Lukas
SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart drivin...
Retail sales ramp up ahead of tariffs
16 Apr 2025
Contributed by Lukas
Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver ...
Nvidia to take $5.5B hit on H20 chip
16 Apr 2025
Contributed by Lukas
U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) B...
Banks cashing in on a volatile market
15 Apr 2025
Contributed by Lukas
Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20...
Is Boeing being grounded by China?
15 Apr 2025
Contributed by Lukas
China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advis...
Apple's iPhone tops smartphone charts
14 Apr 2025
Contributed by Lukas
The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-lo...
Goldman sees oil sliding into 2026
14 Apr 2025
Contributed by Lukas
Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS...
What gets a tariff break?
13 Apr 2025
Contributed by Lukas
Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a la...
China hits back with 125% tariffs
11 Apr 2025
Contributed by Lukas • Default Dataset
China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankrup...
Amazon navigates trade war world
10 Apr 2025
Contributed by Lukas
Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink, ignoring a...
TSMC revenue surges on pre-tariff rush
10 Apr 2025
Contributed by Lukas • Default Dataset
TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls ...
Stocks to the moon as Trump backs off trade war (except for China)
09 Apr 2025
Contributed by Lukas • Default Dataset
Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks...
Easter spending to hop to $23.6B despite uncertainty
09 Apr 2025
Contributed by Lukas • Default Dataset
Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's ...
Musk reportedly asked Trump to reverse tariffs
08 Apr 2025
Contributed by Lukas • Default Dataset
Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as...
Medicare bump lifts insurers
08 Apr 2025
Contributed by Lukas • Default Dataset
Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA)...
Bears and bulls battle it out in wild trading
07 Apr 2025
Contributed by Lukas • Default Dataset
Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says...
Bitcoin dips below $75K on tariff turmoil
07 Apr 2025
Contributed by Lukas • Default Dataset
Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) ...
Earnings season kicks off with market in grips of tariff trauma
06 Apr 2025
Contributed by Lukas • Default Dataset
Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to dr...
Trump playing chicken with the world?
04 Apr 2025
Contributed by Lukas • Default Dataset
Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock pric...
Market gloom persists
04 Apr 2025
Contributed by Lukas
Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out...
Tariff Day After
03 Apr 2025
Contributed by Lukas • Default Dataset
Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles expert...
Bessent warns retaliation on tariffs will lead to escalation
03 Apr 2025
Contributed by Lukas • Default Dataset
Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic ...
Tesla reports worst deliveries since '22
02 Apr 2025
Contributed by Lukas • Default Dataset
Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15...
Big retailers ask China for help ahead of tariff announcement
02 Apr 2025
Contributed by Lukas • Default Dataset
Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG...
OpenAI leads the list of biggest unicorns
01 Apr 2025
Contributed by Lukas • Default Dataset
OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in cont...
Intel CEO Calls for ‘Brutal’ Feedback
01 Apr 2025
Contributed by Lukas
Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shar...
Goldman Sachs gets more bearish on stocks
31 Mar 2025
Contributed by Lukas • Default Dataset
Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first tradin...
Chinese tech stops slip
31 Mar 2025
Contributed by Lukas • Default Dataset
Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s Spa...
Tariff D-Day arrives as stagflation fears rise
30 Mar 2025
Contributed by Lukas • Default Dataset
Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) M...
Tariffs, tech sluggishness, gold, bitcoin, and inflation
28 Mar 2025
Contributed by Lukas • Default Dataset
Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggis...
Coffee prices poised to perk up
28 Mar 2025
Contributed by Lukas • Default Dataset
Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO lis...
Gold's relentless march up
27 Mar 2025
Contributed by Lukas • Default Dataset
Gold sets a new intraday record as Wall Street adjusts its forecasts. (0:15) Roku gets a vote of con...
More Trump Tariffs
27 Mar 2025
Contributed by Lukas • Default Dataset
Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade pol...
U.S. expands blacklist, tightens tech grip on China
26 Mar 2025
Contributed by Lukas • Default Dataset
US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop ...
Maserati sets autonomous driving speed record
25 Mar 2025
Contributed by Lukas • Default Dataset
Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall ...
Shell pledges bigger buybacks, tighter spending
25 Mar 2025
Contributed by Lukas • Default Dataset
Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA...
Households face $3 trillion in lost stock wealth this quarter
24 Mar 2025
Contributed by Lukas • Default Dataset
BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indi...
23andMe bankrupt, CEO out
24 Mar 2025
Contributed by Lukas • Default Dataset
23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industr...
Tests for transitory inflation and AI IPOs
23 Mar 2025
Contributed by Lukas • Default Dataset
The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade de...
Summer cuts coming? Sticky inflation will keep gold in spotlight
21 Mar 2025
Contributed by Lukas
No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $300...
Gold extends record run
21 Mar 2025
Contributed by Lukas • Default Dataset
Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22)...
Nvidia-backed CoreWeave aims to raise $2.7B in IPO
20 Mar 2025
Contributed by Lukas • Default Dataset
The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales ...
March Madness heats up, bets roll in
20 Mar 2025
Contributed by Lukas • Default Dataset
NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand C...
Fed deja vu: Powell calls tariff inflation transitory
19 Mar 2025
Contributed by Lukas • Default Dataset
The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflatio...
GM deepens Nvidia partnership for next-gen vehicles
19 Mar 2025
Contributed by Lukas • Default Dataset
General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles....
Tariffs and other inflationary pressures
18 Mar 2025
Contributed by Lukas • Default Dataset
Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflatio...
Wholesale egg prices drop, retail lags
18 Mar 2025
Contributed by Lukas • Default Dataset
Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GO...
Markets don't like uncertainty
17 Mar 2025
Contributed by Lukas
Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with...
Buffett raises stakes in Japanese trading houses
17 Mar 2025
Contributed by Lukas • Default Dataset
Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22...
Nvidia GTC may be only hope for animal spirits
16 Mar 2025
Contributed by Lukas • Default Dataset
Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay...
Amid market turmoil; compelling earnings coming
14 Mar 2025
Contributed by Lukas • Default Dataset
Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45)...
BC unplugs Tesla from charger rebates
14 Mar 2025
Contributed by Lukas • Default Dataset
British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty'...
The faster you go down, the sooner you hit bottom
13 Mar 2025
Contributed by Lukas • Default Dataset
Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up ...
Intel names familiar face to lead
13 Mar 2025
Contributed by Lukas • Default Dataset
Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to brin...
Inflation party wraps up early
12 Mar 2025
Contributed by Lukas • Default Dataset
CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown...
Google revisits AR with fresh set of eyes
12 Mar 2025
Contributed by Lukas • Default Dataset
Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (...
Nuclear reactors are Google's next stop
11 Mar 2025
Contributed by Lukas
Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag f...
Oracle dips despite backlog growth
11 Mar 2025
Contributed by Lukas • Default Dataset
Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) T...
Markets on full recession alert
10 Mar 2025
Contributed by Lukas • Default Dataset
Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises fl...
ServiceNow eyes biggest deal
10 Mar 2025
Contributed by Lukas
ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (D...
Last CPI before tariffs impact
09 Mar 2025
Contributed by Lukas • Default Dataset
A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:1...
Recession risk and pockets of strength
07 Mar 2025
Contributed by Lukas • Default Dataset
Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:...
Lunar lander woes send Intuitive Machines sliding
07 Mar 2025
Contributed by Lukas • Default Dataset
Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28)...
Alibaba touts DeepSeek rival
06 Mar 2025
Contributed by Lukas • Default Dataset
Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as ...
Seven & i names new CEO, plans U.S. IPO, buyback
06 Mar 2025
Contributed by Lukas • Default Dataset
Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX sa...
Get a PhD AI agent for $20K a month
05 Mar 2025
Contributed by Lukas • Default Dataset
OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector s...
CrowdStrike beats Q4, stock slips
05 Mar 2025
Contributed by Lukas • Default Dataset
Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) ...
Stock gains since Election Day erased
04 Mar 2025
Contributed by Lukas • Default Dataset
The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Wa...
Tariff hit sends auto stocks sliding
04 Mar 2025
Contributed by Lukas • Default Dataset
"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower. (00:24) Walgr...
Stagflation scare
03 Mar 2025
Contributed by Lukas • Default Dataset
ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss gam...
U.S. crypto reserve takes shape
03 Mar 2025
Contributed by Lukas • Default Dataset
Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K....
Jobs report will be watched for DOGE impact
02 Mar 2025
Contributed by Lukas • Default Dataset
Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earning...
Nvidia's solid earnings, jobs expectations and fighting inflation
28 Feb 2025
Contributed by Lukas • Default Dataset
Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming nex...
Rocketlab drops, SoundHound climbs in premarket trading
28 Feb 2025
Contributed by Lukas • Default Dataset
Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California ...
Bearish sentiment on stocks soars
27 Feb 2025
Contributed by Lukas • Default Dataset
Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in ...
Ben & Jerry’s founders eye a second scoop
27 Feb 2025
Contributed by Lukas • Default Dataset
Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD...
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
26 Feb 2025
Contributed by Lukas • Default Dataset
Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU see...
McDonald's says you won't shell out more for eggs
26 Feb 2025
Contributed by Lukas • Default Dataset
McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:...
Super Micro surges as delisting fears fade
26 Feb 2025
Contributed by Lukas • Default Dataset
Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) mark...
Consumer confidence sees biggest drop since 2021
25 Feb 2025
Contributed by Lukas • Default Dataset
Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields ...
Bitcoin slips below $90K as crypto stumbles
25 Feb 2025
Contributed by Lukas • Default Dataset
Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia re...
Apple's $500 billion 'politician' move
24 Feb 2025
Contributed by Lukas • Default Dataset
Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappo...
Alibaba bets $52B on AI, cloud
24 Feb 2025
Contributed by Lukas • Default Dataset
Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:...
Nvidia earnings will test AI rally
23 Feb 2025
Contributed by Lukas • Default Dataset
Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more ben...
Past week dominated by corporate earnings stories
21 Feb 2025
Contributed by Lukas • Default Dataset
Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel...
Celsius surges on Alani Nu deal
21 Feb 2025
Contributed by Lukas • Default Dataset
Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSAN...
Walmart gets cautious on the future
20 Feb 2025
Contributed by Lukas • Default Dataset
Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Am...
Palantir drops on defense cut memo
20 Feb 2025
Contributed by Lukas • Default Dataset
Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EA...
EV maker Nikola files for bankruptcy
19 Feb 2025
Contributed by Lukas • Default Dataset
Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new ki...
Nike’s first-ever collab lifts shares
19 Feb 2025
Contributed by Lukas • Default Dataset
Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) G...
GameStop plot thickens
18 Feb 2025
Contributed by Lukas • Default Dataset
GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 10...
Baidu slips as CEO missing from Xi meeting, Q4 beat
18 Feb 2025
Contributed by Lukas • Default Dataset
Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) s...
Apple to unveil new product, Walmart reports results
17 Feb 2025
Contributed by Lukas • Default Dataset
New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expect...
Earnings reactions and the next wave of AI speculation
14 Feb 2025
Contributed by Lukas • Default Dataset
CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (...
Biggest movers Airbnb, Roku surge as Twilio slides
14 Feb 2025
Contributed by Lukas • Default Dataset
Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other c...
Market getting used to higher rates for longer
13 Feb 2025
Contributed by Lukas • Default Dataset
Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play i...
Reddit slips as costs soar
13 Feb 2025
Contributed by Lukas • Default Dataset
Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount chan...
Inflation going the wrong way
12 Feb 2025
Contributed by Lukas • Default Dataset
January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS ...