EU locks in Google fine
Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)Episode tra...
2 Jul 4min
Meta eyes AI cloud business
Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54) Show NotesWilliam Blair Conviction ListAOL public again (sorta)Episode tran...
1 Jul 3min
Peak power problems
Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wedne...
1 Jul 4min
Buffett delays Gates Foundation gift
Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26) Show NotesThe AI pendulum has swung too...
30 Jun 3min
iPhone 18 secrets surface
Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)Episode transcripts seekin...
30 Jun 4min
Comcast to split with NBC spinoff
NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33) Show NotesThe biggest contributors to S&P earnings growthEpisod...
29 Jun 3min
South Korea chips in big
South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58) Episode transcripts s...
29 Jun 5min
Jobs report headlines holiday week
June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58) Show NotesEarnings Calend...
28 Jun 3min
