Cerebras leads IPO rush
Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55) S...
10 Touko 4min
Wall Street Roundup: Market turning lemons into limoncello
Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)Show Notes: SA Investing Community weighs in on Iran warMicron, AMD lead AI and chip sto...
8 Touko 15min
Cloudflare trades staff for AI
Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI clou...
8 Touko 5min
DOJ probes timed oil trades
DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic tr...
7 Touko 3min
SpaceX sets course for one Musk rule
SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rall...
7 Touko 5min
Disney rallies on broad growth
Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00) Show NotesRyan Cohen says ...
6 Touko 3min
Soda & chips: McDonald's and AMD in focus
McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M t...
6 Touko 6min
Global borrowing costs soaring
The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52) Show NotesDuolingo sink...
5 Touko 4min
