Shutdown freezes release, not data
How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says...
3 Okt 20256min
AOL back in the merger game
Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34) Show Notes12 top tak...
2 Okt 20255min
Half a trillion and counting
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at...
2 Okt 20255min
ADP steals spotlight and reports jobs losses
With BLS down to one person, ADP payrolls jolt market with 32K drop. (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55) Show Notes...
1 Okt 20254min
Senate vote triggers government shutdown, data delays
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)Episode transcripts seekingalpha.com/w...
1 Okt 20255min
Spotify CEO hands over the reins
Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)Show NotesIs the labor market strong...
30 Sep 20254min
Weed stocks light up
Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (M...
30 Sep 20256min
Hollywood gets the tariff treatment
Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)Show Notes BMO embrace...
29 Sep 20254min
