Big banks kick off earnings season
JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)Show NotesZuckerberg s...
12 Jan 20256min
Intertwined markets and upcoming earnings
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20...
10 Jan 202513min
Wildfire costs blaze toward historic highs
AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperformi...
10 Jan 20256min
Nvidia pulls the rug out from under quantum stocks
NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)Show NotesTop stocks in softw...
8 Jan 20256min
Shell lowers Q4 outlook, trims LNG output
Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, endin...
8 Jan 20255min
Aurora partners with Continental and Nvidia
Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty...
7 Jan 20256min
U.S. adds Tencent, Huawei to Chinese military list
U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking dem...
7 Jan 20256min
Fubo combines with Disney's Hulu + Live TV
Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)Show NotesPalantir initiated with Underweight rating a...
6 Jan 20254min
