Activity Overview
Episode publication activity over the past year
T-bills, gold and macro volatility
27 Apr 2024
Contributed by Lukas
Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationar...
Snap soars on surprise profit beat, strong revenue forecast
26 Apr 2024
Contributed by Lukas
Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL...
Weak GDP raises stagflation debate
25 Apr 2024
Contributed by Lukas
GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defe...
Nvidia to acquire two Israeli AI startups
25 Apr 2024
Contributed by Lukas
Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earning...
Boeing cites safety progress as loss narrows
24 Apr 2024
Contributed by Lukas
Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron...
Google delays phaseout of third-party cookies
24 Apr 2024
Contributed by Lukas
Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSL...
California vs airport security line jumping
23 Apr 2024
Contributed by Lukas
State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily ...
UnitedHealth confirms personal data compromised in cyberattack
23 Apr 2024
Contributed by Lukas
UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bough...
Tech trade tide turning?
22 Apr 2024
Contributed by Lukas
UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trilli...
Tesla’s weekend moves: price cuts, pressures precede earnings
22 Apr 2024
Contributed by Lukas
Tesla (TSLA) price cuts go global; cost of Full Self-Driving slashed by a third. (00:26) Salesforce'...
Tesla, Meta, Microsoft, Alphabet lead big earnings week
21 Apr 2024
Contributed by Lukas
Four of the Magnificent 7 headline a busy earnings week. (0:19) Investors get first look at Q1 GDP. ...
Netflix dips, plans to stop reporting subscribers
19 Apr 2024
Contributed by Lukas
Oil gives back gains after latest Mideast worries. (00:27) Netflix (NFLX) dips despite beating subsc...
Air Caitlin Clark?
18 Apr 2024
Contributed by Lukas
Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturin...
TikTok divestment bill on potential fast track
18 Apr 2024
Contributed by Lukas
Snapchat (SNAP) surges as TikTok (BDNCE) bill on potential fast track through Congress. (00:23) Micr...
Lilly weight loss drug succeeds in sleep apnea trial
17 Apr 2024
Contributed by Lukas
Zepbound sees positive outcomes in Phase 3 clinical trials for sleep disorder. (0:16) Walmart teams ...
Fed’s restrictive policy needs more time to work
17 Apr 2024
Contributed by Lukas
Federal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto...
Bond bulls and dollar bears in hibernation
16 Apr 2024
Contributed by Lukas
10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid resu...
Live Nation reportedly faces antitrust lawsuit, shares drop
16 Apr 2024
Contributed by Lukas
Live Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S....
Goldman Sachs posts strong numbers
15 Apr 2024
Contributed by Lukas
Goldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in Mar...
Samsung overtakes Apple as top smartphone maker
15 Apr 2024
Contributed by Lukas
Apple (AAPL) loses top smartphone maker crown to Samsung (SSNLF). (00:27) Tesla (TSLA) employees bra...
Oil market in focus after Iran attack on Israel
14 Apr 2024
Contributed by Lukas
Further conflict could boost oil prices and keep U.S. inflation high. (0:16) Netflix highlights earn...
Strong economic data not necessarily bad for equity market
13 Apr 2024
Contributed by Lukas
Yimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts...
U.S. grapples with record high drug shortages
12 Apr 2024
Contributed by Lukas
Drug shortages in U.S. at highest level on record since 2001. (00:25) Amazon exec: Robots, new tec...
Wall Street tunes into the Masters
11 Apr 2024
Contributed by Lukas
Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflati...
U.S. regulation targets ‘forever chemicals’ in water
11 Apr 2024
Contributed by Lukas
New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon S...
Sticky inflation will give the Fed pause
10 Apr 2024
Contributed by Lukas
March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 1...
Intel unveils new AI chip, setting up race with Nvidia
10 Apr 2024
Contributed by Lukas
Intel (INTC) unveils Gaudi 3 AI accelerator, setting up race with Nvidia. (00:24) Costco (COST) may ...
Small business optimism at 11-year low
09 Apr 2024
Contributed by Lukas
Sales pessimism pushed NFIB index to lowest since December 2012. (0:16) Are high rates actually fuel...
Samsung reportedly secures $6B grant for U.S. chip expansion
09 Apr 2024
Contributed by Lukas
Samsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar ...
J.P. Morgan's Dimon says rates could spike to 8%
08 Apr 2024
Contributed by Lukas
Jamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face troub...
Kimberly-Clark to sell PPE business to Ansell
08 Apr 2024
Contributed by Lukas
Kimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24)...
Retail inflation and big bank earnings arrive
07 Apr 2024
Contributed by Lukas
The Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wel...
Disney to crack down on password sharing soon
05 Apr 2024
Contributed by Lukas
Bob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains ami...
Perma-Fix advances in PFAS chemical elimination
04 Apr 2024
Contributed by Lukas
Perma-Fix (PESI) flies higher after plant testing for destruction of 'forever chemicals.' (00:25) Co...
Disney leadership survives proxy siege
03 Apr 2024
Contributed by Lukas
CEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door o...
Hanesbrands hit by Champion sale
03 Apr 2024
Contributed by Lukas
Hanesbrands (HBI) reportedly sells Champion to Authentic Brands. (00:22) Costco (COST) launches a we...
Tesla deliveries a 'disaster'
02 Apr 2024
Contributed by Lukas
Tesla Q1 deliveries miss already-lowered expectations. (0:16) After a century, the General Electric ...
Mexico’s Pemex shifts crude exports as global supplies tighten
02 Apr 2024
Contributed by Lukas
Mexico said to cut some oil exports as global supplies tighten. (00:23) EV startup Canoo (GOEV) rais...
iPhone sales continue to look weak
01 Apr 2024
Contributed by Lukas
UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of...
Nippon Steel stands firm on U.S. Steel acquisition
01 Apr 2024
Contributed by Lukas
Nippon Steel's (NPSCY) new president committed to U.S. Steel (X) deal, highlights growth potential. ...
House of Mouse showdown
31 Mar 2024
Contributed by Lukas
Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,0...
State Dept. offers $10M reward for BlackCat intel
28 Mar 2024
Contributed by Lukas
US State Dept. announces $10M reward for BlackCat ransomware group. (00:28) Disney (DIS) settles DeS...
Trump Media has meme vibes in options
27 Mar 2024
Contributed by Lukas
The most popular options bet on DJT predicts a 96% plunge in a month. (0:16) Charts spy Amazon run ...
Bridge collapse disrupts coal operations
27 Mar 2024
Contributed by Lukas
Consol Energy (CEIX) slips 7% as Maryland marine terminal likely faces long downtime. (00:27) GameSt...
Florida bans social media for under-14s
26 Mar 2024
Contributed by Lukas
Gov. DeSantis signs bill banning those under 14 from joining platforms. (0:16) Maersk chartered vess...
Lucid Group secures $1B investment
26 Mar 2024
Contributed by Lukas
Lucid Group (LCID) rallies after a new Saudi fund investment bolsters confidence. (00:24) World’s ...
Boeing CEO to leave year-end
25 Mar 2024
Contributed by Lukas
Dave Calhoun announces sets a date to leave amid safety struggles. (0:15) Mizuho turns sour on EV st...
China blocks Intel, AMD chips in government computers
25 Mar 2024
Contributed by Lukas
China said to block use of Intel (INTC), AMD chips in government computers. (00:26) Boeing (BA) unio...
Fed speakers off the hook
24 Mar 2024
Contributed by Lukas
FOMC members may look to temper market enthusiasm. (0:20) GameStop, Walgreens set to report earnings...
FedEx rallies on Express business improvement
22 Mar 2024
Contributed by Lukas
FedEx (FDX) rallies after Express unit delivers strong quarter. (00:27) Winnebago (WGO) sees better ...
Baconator aviator: burger delivery by drone
21 Mar 2024
Contributed by Lukas
DoorDash and Wing to test delivery of Wendy's by drone in Virginia. (0:16) Air Force conducts last t...
The United States v Apple part 3
21 Mar 2024
Contributed by Lukas
DOJ set to sue Apple for antitrust violations related to iPhone. (0:14) Reddit to debut after pricin...
Stocks set new record as Fed still sees 3 rate cuts
20 Mar 2024
Contributed by Lukas
The FOMC kept its dot-plot steady despite higher growth and inflation forecasts. (0:15) The S&P ...
Chipotle fires up investors with 50-for-1 stock split
20 Mar 2024
Contributed by Lukas
Chipotle Mexican Grill (CMG) announces 50-for-1 stock split. (00:26) Saudi Arabia plans to pour $40B...
The Force is with Disney CEO Iger
19 Mar 2024
Contributed by Lukas
Major Disney shareholder George Lucas backs Bob Iger in proxy battle. (0:16) Nvidia sees sell-the-ne...
Unilever to spinoff ice cream business, cut 7,500 jobs
19 Mar 2024
Contributed by Lukas
Unilever (UL) to separate ice-cream business, slash 7,500 jobs globally. (00:30) Exxon (XOM) CEO say...
Bigger than the Super Bowl - sportsbooks gear up for March Madness
18 Mar 2024
Contributed by Lukas
Spike in bets on the women's games raises tournament handle expectations. (0:16) Apple talking to Go...
Uber settles Australia taxi driver lawsuit, pays $178M
18 Mar 2024
Contributed by Lukas
Uber (UBER) to pay $178M to settle lawsuit by Australia taxi drivers. (00:27) SpaceX (SPACE) said t...
Fed and Nvidia vie for market dominance
17 Mar 2024
Contributed by Lukas
Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Re...
Adobe drops on light guidance despite quarterly beat
15 Mar 2024
Contributed by Lukas
Adobe (ADBE) tumbles as Q2 forecast falls short of expectations; unveils $25B buyback. (00:27) WW In...
Former Treasury Secretary aims to buy TikTok
14 Mar 2024
Contributed by Lukas
Steve Mnuchin says he's putting together a group to buy TikTok from China's ByteDance. (0:16) Anothe...
Lithium Americas could receive $2B government loan
14 Mar 2024
Contributed by Lukas
Lithium Americas (LAC) gains after report of expected $2B government loan. (00:25) Paramount (PARA) ...
Spotify debuts music video streaming
13 Mar 2024
Contributed by Lukas
Spotify is beta testing in 11 countries as it looks to challenge YouTube. (0:17) New York Times accu...
Tesla, Ford among automakers to get low ratings for partial automation systems
13 Mar 2024
Contributed by Lukas
Tesla (TSLA), Ford (F), GM among automakers to get low ratings for their partial automation systems....
February CPI comes in hot
12 Mar 2024
Contributed by Lukas
The road to 2% inflation continues to to be rocky. (0:15) JPMorgan's Jamie Dimon says a recession is...
Xiaomi to launch first EV in China, shares surge
12 Mar 2024
Contributed by Lukas
Xiaomi (XIACF) revs higher as first EV to launch in two weeks. (00:28) Disney (DIS) slams 'destructi...
50 injured on Boeing flight incident
11 Mar 2024
Contributed by Lukas
A Latam Airlines Boeing 787 to Auckland experienced a 'technical event.' (0:15) Bitcoin rallies past...
DraftKings, FanDuel, more enter NC as sports betting becomes legal
11 Mar 2024
Contributed by Lukas
DraftKings (DKNG) looks to ride hot streak with North Carolina launch just ahead of March Madness. (...
Annual core retail inflation seen easing
10 Mar 2024
Contributed by Lukas
The core CPI is forecast to dip to 3.7%, with headline CPI steady at 3.1%. (0:20) DoJ reportedly inv...
Excess liquidity; pockets of opportunity in energy + industrials
09 Mar 2024
Contributed by Lukas
David Trainer says the Fed and liquidity remain a salient driver of markets (0:23). Big opportunity ...
Biden touts economic record in SOTU
08 Mar 2024
Contributed by Lukas
Biden uses State of the Union to tout economic record. (00:23) Reddit (RDDT) plans to price IPO Marc...
Nvidia adding $1 trillion in market cap this year alone
07 Mar 2024
Contributed by Lukas
The chipmaker is gaining $22B in value every trading day, on aveage. (0:15) Oral weight-loss drug se...
NYCB gets $1B investment boost
07 Mar 2024
Contributed by Lukas
New York Community Bancorp (NYCB) gets $1B investment from Mnuchin-led investor group. (00:26) Tesla...
Microsoft engineer says AI tool creates dangerous images
06 Mar 2024
Contributed by Lukas
An employee says the Copilot Designer image generator is creating violent and sexual images. (0:15) ...
Bill demands TikTok divest from ByteDance or face ban
06 Mar 2024
Contributed by Lukas
U.S. bill demands TikTok (BDNCE) divest from China's ByteDance or face ban. (00:26) Nordstrom (JWN) ...
Arson suspected at Tesla Gigafactory
05 Mar 2024
Contributed by Lukas
Employees evacuated, production halted at the factory in Germany. (0:16) 2025 could be historic for ...
Philip Morris hit with lawsuit over Zyn
05 Mar 2024
Contributed by Lukas
Philip Morris' (PM) Zyn pouches hit with lawsuit. (00:25) Elon Musk dethroned as world's richest per...
Apple App Store 'abusive'
04 Mar 2024
Contributed by Lukas
The EU fines Apple $1.95B over App Store's rules for music streamers. (0:16) Goldman rates Super Mic...
Bitcoin surpasses $65,000; Nikkei tops 40,000
04 Mar 2024
Contributed by Lukas
Bitcoin surges past $65,000 (0:30), Google could face antitrust claims (1:25), and Japan's Nikkei to...
Will jobs strength persist?
03 Mar 2024
Contributed by Lukas
Economists expect payrolls rose by 190,000 in February after the big January bump. (0:18) Opec+ exte...
Fisker’s future in doubt
01 Mar 2024
Contributed by Lukas
Fisker (FSR) shares in freefall after-hours on doubts it can continue as going concern. (00:24) Lord...
Apple shareholders reject AI transparency proposal
29 Feb 2024
Contributed by Lukas
Apple (AAPL) shareholders reject union proposal for AI transparency report. (00:26) UnitedHealth (UN...
Anheuser-Busch brewery workers poised to strike
28 Feb 2024
Contributed by Lukas
Anheuser-Busch InBev (BUD) faces down first big union battle of 2024. (00:25) UnitedHealth (UNH) fal...
Alibaba leads $1B investment in Moonshot AI
27 Feb 2024
Contributed by Lukas
Alibaba (BABA) leads record $1B funding round for China's Moonshot AI. (00:24) Broadcom (AVGO) halts...
Google says Microsoft pitched Bing sale to Apple
26 Feb 2024
Contributed by Lukas
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default d...
Cash flow, profitability and weirdly undervalued Russell 2000
25 Feb 2024
Contributed by Lukas
Why cash flow and profitability are foremost on Austin Hankwitz's mind (0:20). Russell 2000 is weird...
Intuitive Machines reaches galactic heights with lunar landing
23 Feb 2024
Contributed by Lukas
U.S. scores first moon landing since Apollo era with Intuitive Machines' Odysseus (LUNR). (00:27) Mc...
Large-scale cellular outage hits
22 Feb 2024
Contributed by Lukas
AT&T sees major outages as cyberattack investigated. (0:17) Is Nvidia the Fed's biggest enemy? (...
Nvidia skyrockets on Q4 beat
22 Feb 2024
Contributed by Lukas
Nvidia (NVDA) earnings call: Generative AI demand knows no bounds, shares surge. (00:25) Reddit said...
Top Redditors getting IPO shares
21 Feb 2024
Contributed by Lukas
Reddit is sharing the love with users, selling stock to them at the IPO price. (0:15) Sticky inflati...
Nvidia faces high expectations
21 Feb 2024
Contributed by Lukas
Nvidia (NVDA) Q4 Earnings Preview. (00:22) FuboTV (FUBO) files antitrust action against streaming ve...
Walmart buys Vizio
20 Feb 2024
Contributed by Lukas
As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss dr...
Capital One snags Discover in $35.3B stock deal
20 Feb 2024
Contributed by Lukas
Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to ...
Danielle DiMartino Booth on America's game of thrones
19 Feb 2024
Contributed by Lukas
Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wan...
Here comes Nvidia
18 Feb 2024
Contributed by Lukas
Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead ...
OpenAI’s text-to-video AI model
16 Feb 2024
Contributed by Lukas
OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI,...
Consumer stumbles as retail sales drop
15 Feb 2024
Contributed by Lukas
Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super...
Nvidia’s AI bets include Arm, SoundHound
15 Feb 2024
Contributed by Lukas
AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussio...
Companies share the buyback love
14 Feb 2024
Contributed by Lukas
Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils ...
Lyft’s earnings typo sparks wild after-hours ride
14 Feb 2024
Contributed by Lukas
Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitor...