SK Hynix reportedly eyes U.S. memory play
SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00) Episode transcr...
16 Sep 4min
Trump says AI takeover is a hoax
A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57) Show NotesA history of good and bad tech predi...
15 Sep 3min
Alarm bells on Wall Street
One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a...
15 Sep 5min
Tesla Roadster could finally take flight
Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06) Show NotesGoldman update...
14 Sep 3min
Oil's new chokepoint
Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09) Episode transcr...
14 Sep 5min
Fed faces a rate hike reckoning
The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17) Show NotesEarnings CalendarDividend R...
13 Sep 4min
Oracle's growth spell
Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) Episode transcripts seekingalpha.com/wsb.Show links: Bigges...
11 Sep 4min
Treasury yields hit Financial Crisis highs
PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58) Show NotesThis retro name is the fa...
10 Sep 4min
