エピソード

  • Neocloud Sell-Off; Bear Market Opportunity; Nvidia-Apple Donations; Anthropic Valuation; Tesla Roadster; Florida-Texas Housing; Friday Watchlist; M&T Bank Earnings; AI Venture Funding
    2026/10/16
    The Daily Business and Finance Show - Friday, 16 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: SA Asks: Are neocloud stocks a buy after this week's sell-off? Today’s ‘stealth’ bear market is ‘one of the most significant opportunities’ – The Kobeissi Letter Tech titans Nvidia and Apple donate $25M to White House ballroom project: report Anthropic investors discuss $1.5T valuation, $500B below prior expectations - report Tesla shows off a flying Roadster that can drive upside down Florida and Texas are drowning in 'For Sale' signs, and Miami is deepest 3 things to look out for on Friday M&T Bank GAAP EPS of $5.04 beats by $0.11, revenue of $2.55B beats by $30M AI takes 83% of U.S. venture funding as Chamath questions revenue quality Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • BofA NII; TSMC Growth; Apple $5T; Rocket Lab Delay; OpenAI/Anthropic Probe; Oracle/CoreWeave Credit; Tesla Roadster; AIR Global Dividend; Energy Rally
    2026/10/15
    The Daily Business and Finance Show - Thursday, 15 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Bank of America expects 2027 NII to rise 8% or more as it embeds $1.2B regulatory settlement costs TSMC revenue rises 41% as AI chip demand drives growth Apple joins Nvidia in $5T club with record close Rocket Lab shares tumble as Neutron rocket's 1st launch is delayed FTC subpoenas OpenAI, Anthropic over potential consumer protection violations: Axios Credit stress in AI trade deepens as Oracle, CoreWeave CDS spreads hit record levels Tesla is set to end the long wait for the next-gen Roadster AIR Global initiates $0.28 annual dividend and $100M buyback Energy’s 50% sprint ranks among the fastest since 1990 Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • Greenland Exploration; Micron Weakness; Buy-Rated Stocks; Micron Pricing; Azure Cost Cuts; J&J Spin-Off; Qudian Earnings; GSK Job Cuts
    2026/10/14
    The Daily Business and Finance Show - Wednesday, 14 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Trump: 'Massive' oil, gas and mineral exploration set for Greenland Micron Technology adds to recent weakness, slips another 4% 30 U.S. stocks flashing Strong Buy ratings as earnings roll in Elon Musk praises Micron for ‘reasonable’ memory pricing Microsoft’s Azure chief seeks at least 20% cost cuts - report Johnson & Johnson leaning toward spinning out hips-and-knees business - WSJ Qudian GAAP EPADS of $0.39, revenue of $1.18M GSK plans more than 1,200 job cuts in Belgium Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 分
  • Micron Buyback; Google AI Lead; Gold Outlook; Character.AI Bankruptcy; PJM Data Centers; Stock Ratings; Chip Selloff; Memory Chip Cycles; Poppi Payout
    2026/10/13
    The Daily Business and Finance Show - Tuesday, 13 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Micron authorizes record $35.16B share buyback program starting Dec. 9 Google holds big lead over Anthropic, Meta, OpenAI in race for best October AI model BofA analysts see gold unable to hold above $4,000 over next three months Character.ai files Chapter 11; Disney steps in as stalking horse bidder FERC rejects most of PJM's temporary curtailment plan to manage data centers SA analyst upgrades/downgrades: MU, AMD, AMZN, RIVN Chip selloff deepens amid AI trade fears, rising Chinese competition Cathie Wood warns of ‘vicious’ memory chip cycles as China adds capacity PepsiCo cuts Poppi payout estimate to $12M amid U.S. soda sales slump Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • Holiday Markets; Musk Chips; Trump Poll; BYD Shares; Cyberleek Memecoin; Amazon Decart; Oil Prices; Volkswagen Deliveries; Stock Movers
    2026/10/12
    The Daily Business and Finance Show - Monday, 12 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Are markets open on Columbus/Indigenous Peoples' Day? Musk says he wants to accelerate chip-design process via custom equipment Trump fails to reverse slide in popularity as voters sour on economy, FT poll shows Michael Burry adds BYD shares after calling automaker a potential low-cost leader Cyberleek memecoin jumps as GTA 6 leaker taunts Take-Two over $30M Amazon in talks to acquire AI startup Decart for $7B: WSJ Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears Volkswagen sees sharpest delivery decline in four years; China volumes tumble almost 39% Biggest stock movers Monday: CCC, BIIB, and more Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • India Visa; OpenAI Revenue; Apple Orders; Market Roundup; Lumentum AI; Taylor Farms; Nasdaq Tokenization; SpaceX Bonds; Stock Movers
    2026/10/09
    The Daily Business and Finance Show - Friday, 9 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: India pushes back after U.S. bars Microsoft, Indian firms from Visa program Oracle, Microsoft shares decline as OpenAI's ARR is called into question Apple cuts iPhone 18 Pro component orders by ~15% on chip costs: report AM Markets Need to Know: Apple cuts iPhone orders, SpaceX targets spectrum deal, and more LITE, COHR, AAOI surge as Lumentum CEO says AI parts sold out through early 2029 Taylor Farms to halt iceberg lettuce from Mexico during cyclospora season Nasdaq CEO: Tokenization could unlock tens of billions in trapped capital Trump bought up to $5M SpaceX bonds two days before signing U.S. space policy Biggest stock movers Friday: HUM, SPCX, and more Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 分
  • Measles Emergency; Burry Stocks; China-Japan Debt; Tuesday Watchlist; Wall Street Profits; Claude Usage; Burry Warning; Moonshot IPO; Red Sea Conflict
    2026/10/06
    The Daily Business and Finance Show - Tuesday, 6 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Measles outbreak: New York declares disaster emergency as cases rise Burry flags six stocks as likely tax-loss sale candidates Ray Dalio flags China and Japan pulling back from U.S. debt - report 3 things to look out for on Tuesday Wall Street profits could exceed $90B if rest of the year tracks, NY state comptroller says Meta, Microsoft scale back employee use of Claude: report Michael Burry says stock market is in “denial” like 2000, 2008 China's Moonshot AI targets Q1 2027 IPO at $50B valuation - report Yemeni forces say they secured Red Sea waterway; Houthis target Saudi airports Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • Hormuz Closure; AI Regulation; SpaceXSI Rebrand; Earnings Week; Cerebras Partnership; Stock Futures; Firmus IPO; RobCo Valuation; Stock Movers
    2026/10/05
    The Daily Business and Finance Show - Monday, 5 October 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Iran says Strait of Hormuz will stay closed until U.S. meets 7 conditions OpenAI’s Altman draws regulatory divide with Anthropic over AI risks: Politico SpaceXAI to be rebranded as SpaceXSI, Elon Musk says Earnings week ahead: PEP, DAL, STZ, TLRY, LEVI, and more OpenAI's Sam Altman calls Cerebras 'close partner' in speed, boosting chipmaker's stock Stock index futures lower as Treasury yields retreat Firmus Technologies to reserve half of $5.5B IPO for existing backers, AFR reports German robotics startup RobCo hits $1B valuation: WSJ Biggest stock movers Monday: PTC, QCOM, and more Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 分