The Rundown

Explore the latest stock market trends and the potential impact of inflation from the newest CPI report. The new CEO of Starbucks reveals a bold turnaround strategy focused on customer experience and efficiency. Discover the banking industry's current hurdles and how executive comments are affecting stock values for giants like JP Morgan and Goldman Sachs. Additionally, get the scoop on Apple’s legal struggles, tech sector troubles, and the curious rise in betting activity around the upcoming US election.

The latest tech announcements are buzzing with the launch of the iPhone 16 and new Apple Watch features. iPhone prices hold steady despite rising production costs. Google faces off in court over antitrust issues related to its advertising practices. Meanwhile, management shifts at Southwest Airlines stir the pot amid shareholder activism. Stay tuned for stock market insights as Oracle and Apple make headlines alongside fascinating iPhone sales stats.

In a week of stock market turmoil, the S&P 500 faces significant changes as Dell and Palantir join while Etsy and American Airlines exit. Anticipation builds for Apple's upcoming iPhone event, with speculated price increases and new AI features stirring excitement. The podcast dives deep into how these developments impact major players like Tesla and Nvidia, giving listeners a clearer picture of market sentiments and potential volatility.

The recent jobs report shows the U.S. added only 142,000 jobs in August, reflecting economic uncertainty. Broadcom's earnings are dipping, raising concerns about a slowdown in the AI boom. Exciting Apple product announcements are on the horizon, impacting stock market movements. As the NFL season kicks off, learn about the costs of streaming games and the unique public ownership of the Green Bay Packers. All these topics unravel intriguing insights into the economy and technology.

The podcast dives into the stock market's latest twists, highlighting investor jitters ahead of a crucial jobs report. It discusses Biden's move to block a significant acquisition in the steel industry, sending shockwaves through the market. Meanwhile, Tesla's self-driving news creates excitement, contrasting sharply with Frontier Communications' struggles. Disney's recent financials also add fuel to the discussions, making for a lively analysis of current corporate developments.

September began with turbulence in the stock market, spotlighting Nvidia's significant decline due to regulatory concerns and Intel's troubling production issues. The future of Intel hangs in the balance as it risks losing its Dow status, while GitLab shines with impressive earnings fueled by AI demand. The discussion also dives into stock reactions post-earnings, featuring GitLab's success and Dollar Tree's challenges. Plus, the booming sports betting scene garners attention with its growing presence in the NFL and sports advertising.

The discussion kicks off with a stock market update, highlighting August dynamics and September challenges. Tesla's resurgence in China is explored, showcasing its competitive landscape. Tensions rise as Disney's dispute with DirecTV leads to a channel blackout just before the NFL season, raising concerns for sports fans. Additional insights into major companies like US Steel, Southwest Airlines, and Boeing are shared, hinting at potential leadership changes and their stock implications.

Market trends are heating up with Nvidia's stock facing a decline, while Dell enjoys a surge from AI server sales. Major players like Apple and Microsoft are eyeing investments in OpenAI, impacting their competitive edge in AI. Lululemon surprises with rising shares, contrasting with Ulta's recent struggles. The episode also touches on a declining outlook in beauty sales and celebrates Warren Buffett's 94th birthday, alongside his company's stellar trillion-dollar valuation.

Nvidia's latest earnings report reveals surprising revenue gains, but the stock price takes a hit. The hosts discuss how this could affect the AI market, particularly for OpenAI, which is seeking significant funding at a whopping $100B valuation. Retail performance contrasts sharply, with Best Buy soaring on positive guidance while Dollar General struggles. The episode wraps up with a nod to Berkshire Hathaway hitting a $1 trillion valuation, a notable feat outside the tech sector.

Get insights into the stock market dynamics, as critical anticipation builds around Nvidia's earnings report and its potential impact. Discover the implications of Apple cutting about 100 jobs, alongside notable movements in Abercrombie's shares. Dive into the rising financial landscape of podcasting with the Kelsey brothers' impressive $100 million deal with Amazon's Wondery, showcasing the lucrative growth in the industry. It’s a thrilling ride through tech trends and corporate strategies!