Meta's chief AI scientist exits
Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)Show NotesS&P 500 more correlated ...
11 Nov 20254min
Dream home, lifetime loan
50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI....
11 Nov 20255min
AI becomes a major e-commerce player
AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)Show NotesBofA says short hyperscaler bo...
10 Nov 20254min
Markets smell a deal in D.C.
Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI fi...
10 Nov 20254min
Where is the smart money now?
Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)Show Notes Earnings ...
9 Nov 20254min
Wall Street Roundup: layoff surge, prolonged shutdown, cracks in AI trade
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatilit...
7 Nov 202514min
Joby makes rush hour fly by
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareh...
7 Nov 20254min
Nvidia CEO not so sure China wins AI race
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)Show NotesSn...
6 Nov 20254min
