Inflation expected to tick up
The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)Show No...
10 Aug 20255min
Trump nominates adviser Miran to Fed
Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to...
8 Aug 20256min
Eli Lilly shares hammered
Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)Show NotesW...
7 Aug 20255min
Tariff win sends TSMC higher
TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes...
7 Aug 20255min
Golden Arches comeback
The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)Show NotesThe competition for ‘dip alpha’ is heating up Epi...
6 Aug 20255min
Novo Nordisk trims outlook on rising rivalry
Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14...
6 Aug 20256min
Trump eyes pharma tariffs at 250%
The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)S...
5 Aug 20255min
AI powers Palantir’s 48% revenue jump
Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)Episode tr...
5 Aug 20255min
