Huawei preps AI chip to challenge Nvidia: report
Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19) CrowdStrike (CRWD) unveils new AI agents for...
28 Huhti 20255min
Apple, Microsoft, Meta and Amazon, oh my
Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58) Show No...
27 Huhti 20255min
Earnings dominating but don't sleep on economic data
Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30).Episode ...
25 Huhti 202511min
High costs ground summer travel plans
Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44) Episo...
25 Huhti 20256min
Tesla the story of the week
Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).Show Notes:Nasdaq, S&P, Dow rise as relief rally driven by...
24 Huhti 20258min
IBM fails to shake DOGE worries
IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21) Show NotesTrump reportedly c...
24 Huhti 20255min
Bessent comments on China tariffs
Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20).Show Notes:Bessent says full China trade deal may take two to three years - reportLon...
23 Huhti 20256min
Bulls cheer Trump-Powell detente, Elon-Tesla reunion
President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50) Show NotesFutures ...
23 Huhti 20256min
