Costco checks out strong
Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) Episode transcripts seek...
25 Sep 4min
Oracle raises alarm over AI datacenter
Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42) Show NotesAI spending seen topping 3% of annual GDPEp...
24 Sep 3min
Judge gives press a pass
Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline ...
24 Sep 4min
Morgan Stanley email exposes deal secrets
Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41) Show NotesThe U.S. golden credit card problemE...
23 Sep 3min
US diesel dilemma
A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32...
23 Sep 6min
Shopify gives Meta's AI agent a home
Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58) Show NotesThe sheer size of AI IPO domina...
22 Sep 3min
Tech rally takes a breath
Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (0...
22 Sep 4min
Yankee stake sale could value team at $12B
Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47) Show NotesBond market volatility a driver againEpisode t...
21 Sep 3min
