Dip buyers face froth fighters
Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52) Show NotesThe Jefferies AI Beneficiary Bask...
3 Mar 4min
Tech drags futures lower
Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rus...
3 Mar 5min
Travel stocks slide in wake of conflict
Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe Jefferies AI Risk BasketEpisode transcri...
2 Mar 4min
War shock sends oil up
Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13) Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FD...
2 Mar 5min
Khamenei killed, oil set to surge
What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)Show NotesOpenAI says Anthropic not supply chai...
1 Mar 4min
Wall Street Roundup: Nvidia beats and drops in edgy market
Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)Show links: ...
27 Feb 19min
Netflix taps out on WBD
Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:...
27 Feb 5min
AI premium fades as staples surge
Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)Show NotesJane Street now top ho...
26 Feb 4min
