The Rundown

The podcast dives into the stock market's calm as it anticipates a possible interest rate cut. Trump stirs the pot by delaying the TikTok ban while Oracle's group seeks control over a U.S. version of the app. The discussion shifts to StubHub's IPO debut amid concerns over growth and profitability. A further twist reveals China favoring domestic tech by blocking NVIDIA chips, creating winners and losers among corporate giants. It's a whirlwind of market shifts and tech drama!

Explore the latest innovations as Meta gears up to release AI smart glasses that are shaking up the tech landscape. Delve into Oracle's trending stock amid speculation of a TikTok buyout, contrasting sharply with Dave & Buster's recent struggles. Witness how Amazon is reimagining sports broadcasting to attract the younger generation, merging gaming and traditional viewing to keep fans engaged. The conversation highlights the dynamic shifts in tech and finance, igniting discussions on the future of investment and entertainment.

This podcast dives into the latest stock market trends, highlighting Elon Musk's daring $1 billion Tesla stock purchase. It details the contentious U.S.-China tech dynamic, focusing on NVIDIA's legal troubles. Listeners will also discover the fallout affecting analog chip manufacturers amid trade tensions. Plus, intriguing family ties between the CEOs of NVIDIA and AMD add a personal twist to the tech scrutiny. Tune in for insights and updates on the evolving financial landscape!

Mark Gurman, a renowned tech writer at Bloomberg with insider knowledge on Apple, breaks down the recent unveiling of the iPhone 17 lineup. He discusses the unexpected muted reaction from Wall Street and how the new iPhones, particularly the iPhone Air, could boost revenue without a super-cycle. Gurman emphasizes Apple's strategy of prioritizing hardware that consumers desire over chasing AI trends and elaborates on their supply chain shifts amidst global trade challenges and the political landscape.

Figure Technologies aims to revolutionize Wall Street by leveraging blockchain to eliminate middlemen in finance. They promise to streamline processes like home loans, making them faster and cheaper. The discussion dives into Figure's business model and revenue streams, questioning whether they can genuinely transform capital markets or if they're just rebranded lenders. Expect insights into their efficient loan origination methods and ambitious plans to impact the broader financial landscape.

The podcast dives into Paramount's ambitious bid for Warner Bros. Discovery, exploring its potential impact on the entertainment landscape. Small-cap stocks are on the rise, with a spotlight on Opendoor's new CEO and the much-anticipated Gemini IPO. Adobe shines with impressive financial gains, driven by AI, while RH faces revenue challenges. The hosts also discuss how streaming giants influence Emmy nominations amidst declining ratings, setting the stage for an evolving awards landscape.

Discover the latest trends in the stock market, including Figure's successful IPO and Opendoor's impressive stock surge after a new CEO is named. Dive into Amazon's ambitious entry into self-driving vehicles with Zoox, and see how this new player stacks up against industry giants like Waymo. Plus, get insights on upcoming IPOs and investor reactions to the current economic climate, including inflation reports. It's a thrilling analysis of the shifting landscape of finance and technology!

The stock market is buzzing with record highs for the S&P 500 and NASDAQ, despite a dip in job growth. The excitement around Apple's new products, including the iPhone Air, contrasts with a tepid market reaction. Klarna is gearing up for its IPO debut, while Oracle's stock is surging thanks to AI-driven demand in cloud infrastructure. Additionally, tech faces challenges from U.S. export restrictions, and prediction markets are gaining traction, potentially shaking up traditional sports betting.

Dive into a pivotal Supreme Court ruling that might hit U.S. finances hard. Discover Microsoft's hefty investment in Nebius and its ripple effect on the chip market. Explore StubHub's IPO ambitions despite financial turbulence. Take a nostalgic look at Pixar's rise with Toy Story and Steve Jobs' journey from creator to billionaire, while also examining the hurdles facing both Pixar and Apple today.

Discover how OpenAI plans to burn through a staggering $115B by 2029 as it navigates changing revenue strategies. Meanwhile, Tesla faces a significant challenge with its market share dropping to an eight-year low. The discussion dives into the impacts of the ending federal tax credit for electric vehicles and offers intriguing insights related to recent Powerball winnings. Tune in for a blend of market analysis and financial forecasts that keep you informed!