エピソード

  • Paramount's Hostile Bid, Berkshire's Shakeup & Delistings Soar 12/8/25
    2025/12/08

    Paramount launches an all-cash offer for Warner Bros. Discovery just days after losing to Netflix in the bidding war. A look into Berkshire's next chapter as Buffett's CEO tenure comes to a close. Plus, sellers are taking their homes off the market at a record rate.


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    43 分
  • Meta's Metaverse Cuts, Jobs Check-In & Homebuilder Hesitancy 12/4/25
    2025/12/04

    Meta slashes its metaverse budget after its Reality Labs unit loses $70B in four years. Jobless claims hit their lowest level in three years, but alternative data paints a different labor market picture. Plus, JPMorgan's homebuilder haves and have-nots heading into 2026.


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    44 分
  • AI vs. Rates, Rufus Rules & No Bottom for Bitcoin 12/3/25
    2025/12/03

    Fresh AI concerns getting trumped by weak jobs data fueling rate cut hopes. Two top stock picks with one common denominator. Plus, why the bottom for Bitcoin may not be in, and a pullback is a buying opportunity.


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    49 分
  • A 'Code Red', A Bitcoin Bounce & A Food Fight 12/2/25
    2025/12/02

    OpenAI’s Sam Altman issues a ‘Code Red’ as Google threatens the company’s lead. Bitcoin bounces back from its worst day since March, but can you trust the comeback? Plus, Amazon just upped the ante in the food delivery wars.


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    44 分
  • Bigger than AI, Crypto Collapse, and Cyber Monday’s Clues 12/1/25
    2025/12/01

    Kelly Evans is back in the anchor chair, and while investors are clamoring about the AI trade, she’s watching the 10-year yield. We’ll debate what its direction means for the markets and the economy. Plus, bitcoin is falling to its lowest level since April, and retail stocks are climbing on Cyber Monday. Morgan Stanley’s retail guru joins us with the names he expects to win big this holiday season.


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    44 分
  • Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25
    2025/11/26

    The small-cap names to watch as the Russell 2000 outperforms the major averages during the shortened holiday week. Sellers are pulling their homes off the market at a rapid rate, and Redfin CEO Glenn Kelman warns there could be more housing pain ahead. Plus, how consumers are using AI to shop for gifts this season.


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    44 分
  • AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25
    2025/11/25

    AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fears rise. Plus, Best Buy beats estimates and raises guidance... why one analyst says this holiday season could be especially strong for the retailer.


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    50 分
  • Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25
    2025/11/24

    Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.
    Plus, some former high-flyers trading more down to earth. Is now the time to get in? And, two unlikely names dominating the AI narrative now.


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    44 分