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Tuesday, October 20, 2026

An AI company can have $104 billion in reported backlog and still face a difficult question: what happens when customer contracts end before the loans used to build the data centers? Wade and Boujie examine CoreWeave’s borrowing terms, a widening loan spread, its parent guarantee, and Goldman Sachs’ surprising upgrade.

ON THIS DATE

The Sydney Opera House opened in 1973—a landmark famous for its beauty, construction battles, and extraordinary cost.

IN THE NEWS

A proposal to reopen the Strait of Hormuz amid attacks on shipping; food-assistance cuts in Gaza and the West Bank; attacks on Ukraine’s energy infrastructure; unrest in France; women’s-health research; California election-related charges, Texas registration delays, and the approaching midterms; plus China’s economy, DeepSeek restrictions, and CERN’s AI ambitions.

SPORTS

Tampa Bay beats Cleveland 7–3 to reach the World Series against Milwaukee, beginning Friday, October 23. Atlanta levels the WNBA Finals with a 79–65 win over Golden State. NFL Week 6 brings San Francisco’s 6–0 start, a tough Seattle loss, and other close finishes. Wade and Boujie also discuss the Eagles’ medical update on Jalen Hurts and a historic college-football rankings shake-up.

BUSINESS & WHAT’S NEXT

A tech-led market rebound contrasts with expensive borrowing and weak homebuilder confidence. The conversation also covers Nvidia, Amazon, 3M, advanced nuclear power, Cleveland-Cliffs, and electronic bond trading. Ahead: Tuesday’s housing-starts report and Wednesday’s Texas Instruments earnings call.

Selected sources:

CoreWeave financing: https://www.sec.gov/Archives/edgar/data/1769628/000176962826000357/crwv-20260807.htm

Opera House history: https://www.nma.gov.au/defining-moments/resources/sydney-opera-house

World Series matchup: https://www.mlb.com/news/rays-win-alcs-2026

WNBA Finals: https://www.wnba.com/

NFL Week 6: https://www.nfl.com/schedules/2026/by-week/week-6

Eagles / Hurts statement: https://www.philadelphiaeagles.com/news/eagles-and-jalen-hurts-agent-nicole-lynn-provide-an-update-on-qb-jalen-hurts

Monday’s market report: https://apnews.com/article/494fbe4361a0360b2f6368e7a6d8f058

Questions and comments: mail@bluecollarandboujie.com

For general information and commentary only; not personalized financial or investment advice. Verify independently before making financial decisions.

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Saturday, October 17, 2026

A fuel surcharge returns $100 against $120 in added fuel expense. Who carries the remaining $20—and who finances the trip while the invoice waits?

Loma Prieta opens a conversation about advice that changes a decision, safety limits that cannot be negotiated away, and why there is no ribbon-cutting for “still standing.” Scripture: Proverbs 15:22, World English Bible.

The week's news begins with Bend, then turns to the Russian diesel bargain, Gaza's fragile supply lines, voter-data safeguards, Brazil's platform dispute, Europe's budget and a new oral-medicine recommendation. Wade and Boujie do not reach the same answer on every trade-off.

Seattle outgains Denver 353–168 and loses anyway, giving Wade another three-point defeat to explain. Milwaukee reaches the World Series, the ALCS waits out rain, and Golden State meets Atlanta in the WNBA Finals.

The Nasdaq has its worst week since June while US crude rises for a seventh session. Warsh declines to preview the Fed's decision, strong chip demand collides with AI-financing worries, and J.B. Hunt's Intermodal profit rises while Dedicated's falls. Netflix and Travelers raise different questions about costs and accountability.

The CPI calls produce one win and one loss. Wade raises his new diesel threshold to $6.30, and Ground Truth ends with Boujie choosing adjustable fuel pricing and seven-day payment. The navy folder remains a separate negotiation.

Selected sources:

BLS September CPI: https://www.bls.gov/news.release/cpi.nr0.htm

Federal Reserve meeting calendar: https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm

J.B. Hunt third-quarter results: https://investor.jbhunt.com/news/2026/10-15-2026-210616255

EIA diesel surcharges: https://www.eia.gov/energyexplained/diesel-fuel/diesel-fuel-surcharges.php

Scripture: Proverbs 15:22, World English Bible (WEB), Bible Gateway: https://www.biblegateway.com/passage/?search=Proverbs+15%3A22&version=WEB

Questions: mail@bluecollarandboujie.com

Commentary and education, not financial or medical advice.

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Friday, October 16, 2026

Walt needed an audience; Roy needed to pay for the next cartoon. A century later, Netflix is changing its content leadership and cutting jobs while deciding which programmes make a subscription worth keeping. Boujie follows the money through Netflix's own live-event figures: a small share of viewing can still matter enormously to sign-ups. First, a bruising Friday for technology, an oil rally, strong but mixed insurance results, and Fed Chair Warsh’s interest-rate caution, and a late Russia-sanctions development to carry into Monday.

Sources:

Friday market closes — Associated Press: https://apnews.com/article/c27809783ae3230b44c26e5ee4bea056

Netflix's July shareholder letter: https://s22.q4cdn.com/959853165/files/doc_financials/2026/q2/FINAL-Q2-26-Shareholder-Letter.pdf

Questions: mail@bluecollarandboujie.com

Nothing in this episode is financial advice.

Made by AI. Don't trust it.

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Thursday, October 15, 2026

Forty years after Pepsi bought KFC, Coca-Cola is returning to a former major fountain account. Boujie follows that history through Baja Blast, Pepsi's recovery problems and KFC's new drinks ambitions—then asks what the right to serve the customer is worth.

The Dow rebounds after South Korea's KOSPI loses 7.57%, while another inflation shock makes retail-sales growth look less reassuring. FMC confronts a pricing reset and possible asset write-down; TSMC's record profits meet a demanding market; CoreWeave turns an early selloff into a gain. The opening returns to I Love Lucy's 1951 debut, and Friday brings trade prices and industrial production.

Selected sources:

BLS, September producer prices, initial October 15 release: https://www.bls.gov/news.release/archives/ppi_10152026.htm

Reuters, October 15 U.S. closing session: https://www.reuters.com/business/nasdaq-futures-dive-1-ai-rout-deepens-debt-concerns-2026-10-15/

Reuters, KOSPI's October 15 close: https://www.reuters.com/world/asia-pacific/south-koreas-kospi-triggers-circuit-breaker-tech-led-selloff-2026-10-15/

KFC-issued announcement, rollout and beverage strategy: https://www.prnewswire.com/news-releases/two-secret-recipes-one-iconic-partnership-kfc-us-announces-new-beverage-partnership-with-the-coca-cola-company-302910560.html

CNBC's published summary, historical Coke/KFC account: https://www.linkedin.com/posts/cnbc_kfc-to-switch-to-coca-cola-beverages-in-us-activity-7516597554176835585-CH_4

Taco Bell, Baja Blast's 2004 origin and partnership: https://www.tacobell.com/newsroom/taco-bell-and-mtn-dew-commemorate-20th-bajaversary

PepsiCo, year-round retail Baja Blast in 2024: https://www.pepsico.com/en/newsroom/press-releases/2024/calling-all-baja-fans-mtn-dew-baja-blast-turns-20-and-is-now-officially-here-all-year

Reuters, PepsiCo's October 8 recovery warning: https://www.reuters.com/business/retail-consumer/pepsico-cuts-annual-core-profit-forecast-higher-costs-hurt-margins-2026-10-08/

Questions: mail@bluecollarandboujie.com

Nothing in this episode is financial advice.

Made by AI. Don't trust it.

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!

Wednesday, October 14, 2026

Twenty-nine dollars at the flotation. Thirty-three in Berkshire's new agreement. Fifty-three dollars and forty-six cents at Wednesday's close. Boujie follows Bending Spoons' extraordinary rally—and the Miro shareholders agreeing to reinvest $295 million of their sale proceeds in its new owner.

Elsewhere, hotter inflation and Gartner's warning unsettled AI infrastructure investors. Liquidia bought legal clarity at a substantial price, Bank of America's disappointment went beyond its compliance charge, and Morgan Stanley paired strong trading and record wealth results with a falling share price. Thursday brings producer prices, retail sales and Taiwan Semiconductor's earnings call.

Selected sources:

BLS, September Consumer Price Index, initial October 14 release: https://www.bls.gov/news.release/archives/cpi_10142026.htm

Bending Spoons, Berkshire placement filing: https://www.sec.gov/Archives/edgar/data/2004711/000200471126000018/bsp-20261014x6k.htm

Bending Spoons, Miro agreement filing: https://www.sec.gov/Archives/edgar/data/2004711/000200471126000015/bsp-20260910x6k.htm

Gartner, October 14 AI infrastructure forecast: https://www.gartner.com/en/newsroom/press-releases/2026-10-14-gartner-says-over-us-dollars-three-and-a-half-trillion-of-artificial-intelligence-infrastructure-spending-could-be-exposed-to-impairment-by-the-end-of-2030

Questions: mail@bluecollarandboujie.com

Nothing in this episode is financial advice.

Made by AI. Don't trust it.

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Tuesday, October 13, 2026

A takeover at $6.05 per share puts Bumble's headline premium at 138%, but your experience depends on when you bought. Boujie connects Tuesday's deal to the failed UAL takeover of October 13, 1989, and asks whether the new owners can reverse Bumble's falling paying-user numbers. Also: mixed bank earnings and falling bank stocks, medical-device weakness at Johnson & Johnson, Domino's rising order count but smaller average tickets, and after-hours Bank of America enforcement news. Ahead: CPI, ASML and Taiwan Semiconductor.

Sources:

Bumble's acquisition announcement: https://ir.bumble.com/news/news-details/2026/Bumble-Inc--to-Be-Acquired-by-Ithaca-Holdings-the-Long-Term-Holding-Company-for-Enduring-Technology-Businesses/default.aspx

U.S. Treasury Bank of America enforcement: https://home.treasury.gov/news/press-releases/sb0657

Questions: mail@bluecollarandboujie.com

For information and entertainment, not financial advice.

Made by AI. Don't trust it.

Hey! I'd love to hear your thoughts, send me a voice note.

Monday, October 12, 2026

Microsoft wants to build more of the chips it buys, while Nvidia is reportedly exploring a larger stake in AI models. Boujie follows a divided AI trade: optical orders booked into 2029 alongside plunging shares, Micron's expanded buyback, and a financing challenge for the entire buildout. Higher oil prices frame a week of bank earnings, inflation data and Taiwan Semiconductor's Thursday results. Steve Jobs' NeXT computer supplies a warning about owning the whole system—and paying for it.

Sources:

Microsoft's Maia announcement: https://blogs.microsoft.com/blog/2026/10/12/microsoft-to-expand-azure-maia-system-to-multi-gigawatt-deployments/

TSMC's earnings conference: https://investor.tsmc.com/english/quarterly-results/teleconference

Questions: mail@bluecollarandboujie.com

For information and entertainment, not financial advice.

Made by AI. Don't trust it.

Hey! I'd love to hear your thoughts, send me a voice note.

A president presses a button. A crew does the work. Who gets the credit—and who answers when the system fails?

Wade and Boujie begin at the Panama Canal, then confront Hurricane Isaias, Panama’s earthquake and a Russian diesel deal with a deadline and a foreign-policy cost. A contested Nobel Peace Prize and sanctions on the ICC put international justice under pressure. Brazil’s runoff, France’s pension-tax fight, New York’s immigration-enforcement shooting and a brain-research tool with roots in algae complete the news.

Seattle won. Boujie still wants those 150 penalty yards explained. Golden State’s overtime sweep sets up a Finals meeting with Atlanta, while George Russell faces two very different starting situations in Singapore.

Why did phone-company stocks tumble while tower owners rallied? A volatile market week connects SpaceX’s spectrum purchase, OpenAI’s revenue definitions, expensive oil and rising borrowing costs to one contractor’s $180,000 equipment decision.

Both hosts won their predictions. Naturally, they start negotiating the exchange rate between their victories before making their next inflation calls.

Ground Truth puts a backup connection to work: can the next shift reach the driver, handle the payment and recover the records when the usual system fails?

Questions: mail@bluecollarandboujie.com

Selected sources:

• Panama Canal Authority
• Proverbs 14:23 — World English Bible
• Treasury Russian-diesel license
• Nobel Committee
• AP market recap
• Federal Reserve minutes
• Golden State semifinal recap
• Grain Management spectrum announcement

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