Google pushes harder on Gemini
Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. a...
13 Aug 4min
Inflation cools but stays stubborn
July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13) Show NotesMachines will go ‘ful...
12 Aug 3min
NYC delivery model detour
A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36)Episode tra...
12 Aug 5min
The AI watermark you can't erase
Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54) Show NotesThe K-shaped economy ...
11 Aug 3min
Riot’s $9.1B AI mystery
Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tues...
11 Aug 4min
GameStop rethinks eBay takeover
GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1...
10 Aug 3min
Burry turns on Berkshire
Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)Episode trans...
10 Aug 5min
Trade Desk slammed after earnings miss
Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33) Show...
7 Aug 3min
