The Rundown

Market dynamics take center stage as tariffs loom, affecting investor sentiment. McDonald's faces challenges from an E. coli outbreak, leading to its steepest sales drop since the pandemic. The AI chip market heats up with OpenAI's strategic moves amid growing competition. Recent trends in advertising are reshaping stock performances, influenced by an innovative obesity drug. Mixed feelings surface about the latest Super Bowl ads, as standout moments and disappointing spots spark discussion.

Big Tech is pouring a staggering $325 billion into AI infrastructure by 2025, sparking debate on whether this hefty investment is wise. Nvidia is reveling as the standout beneficiary, while open-source AI models like DeepSeek threaten to shake things up. The podcast dives into the contrasting fortunes of major players, highlighting Meta's surprising success amidst growing skepticism from investors. Discover how these capital expenditures are reshaping the tech landscape and what it means for the future of AI.

The podcast dives into the latest U.S. jobs report, discussing its impact on the economy and Federal Reserve policies. Amazon faces challenges with a soft sales forecast, while Tesla encounters difficulties in the Chinese market. The surge in Pinterest's earnings is a highlight, along with the much-anticipated announcement of GTA 6. The conversation wraps up by examining how consumer behavior affects cosmetics sales and mentions the intriguing availability of the Super Bowl on Tubi.

This installment dives into the surge in gold prices, sparked by investor uncertainty, and the impressive rise of AI stocks like NVIDIA. It highlights potential economic shifts with job growth reports and new tariffs on Chinese apps. A spotlight is on Philip Morris's share gains driven by Zin pouch demand, contrasted with Ford's struggles and Roblox's user decline. The discussion also hints at the evolving landscape of AI advertising at upcoming major events. It's a whirlwind of market insights and economic implications!

The podcast dives into the latest twists in the stock market, highlighting how the U.S.-China trade war is impacting major tech players. Apple grapples with tariffs while Google faces revenue growth challenges. Meanwhile, Uber's forecast struggles raise eyebrows. Plus, there's excitement around Apple's new Invite app, designed to simplify event planning, which integrates seamlessly with iCloud Plus and works for both Apple and Android users. A rollercoaster ride through tech and finance!

Dive into the latest shifts in U.S. trade policies as tariffs on Mexico and Canada are paused while those on China remain. Discover Palantir's impressive earnings, causing its stock to soar by 20%. Meanwhile, hear about Spotify’s remarkable growth in user engagement contrasted with PayPal's struggles. Plus, explore the soaring egg prices due to a bird flu supply shortage and how Waffle House is cleverly managing costs. The podcast teases upcoming earnings reports from major companies, highlighting the dynamic nature of the market.

The podcast dives into the immediate fallout from Trump's tariffs, spotlighting the impact on the stock market and industries like automobiles and alcohol. The conversation shifts to the potential ramifications for Mexico's beer and tequila sectors, alongside the decline of cryptocurrencies. Listeners learn about OpenAI's launch of a new research tool for ChatGPT Pro users, emphasizing the need for accuracy. The segment concludes with an intriguing trade involving Luka and the Dallas Mavericks, sparking curiosity about the sports world.

Elon Musk predicts 2025 will be pivotal for Tesla as it transitions into an AI and robotics leader, rather than just an automaker. The discussion explores the challenges in shifting focus from car sales to high-tech innovations. Key highlights include the potential for robotaxis and the ambitious projections for the Optimus robot, raising questions about its market viability. Can Tesla deliver on these grand promises, or are they just hype?

Explore the impact of Trump's tariffs on market fluctuations, revealing initial dips followed by recoveries. Dive into Apple's earnings report, highlighting revenue growth alongside declining iPhone sales that worry investors. Discover OpenAI's substantial fundraising moves and the market's reaction to earnings from major tech players. Lastly, uncover U.S. concerns over Chinese tech companies and their strategies to bypass AI chip export restrictions, shedding light on Nvidia's crucial role in this dynamic landscape.

Tesla is gearing up for an ambitious rollout of its robo-taxi services, despite some recent financial setbacks. Meanwhile, Meta boasts strong earnings as it pushes forward with plans for personal AI chatbots. The podcast also highlights the fluctuating fortunes of major tech stocks, including IBM's growth driven by AI demand and UPS struggling against Amazon's logistics prowess. Exciting developments in the IPO scene are introduced with Twin Peaks, a bar chain looking to rival established competitors.