Next stage of AI revolution arrives
Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)Show NotesNvidia is keeping ...
23 Sep 20253min
Kenvue in focus
Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble ...
23 Sep 20255min
Berkshire bids farewell to BYD
Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as sho...
22 Sep 20255min
Wall Street Roundup: We need to talk about Intel
We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (1...
19 Sep 202515min
FedEx delivers earnings surprise
FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) N...
19 Sep 20256min
Jimmy Kimmel pulled from airwaves
ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (...
18 Sep 20256min
Fed cuts rates for first time this year
Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)Show Notes6 stocks for a Fed rate cut...
17 Sep 20253min
Markets watch Fed as US, UK seal $42B tech deal
US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $...
17 Sep 20257min
