US stocks close at a record high as the Nasdaq 100 logs a rare bullish reading and the VIX behaves unusually calmly. In after-market earnings, Eli Lilly beats and raises on surging Zepbound and Mounjaro sales, while SpaceX slides 13% on surging AI spending and a looming share unlock, and AMD sinks after reporting despite a strong year-to-date run. Disney tops estimates for a second straight quarter on record theme park revenue and a strengthening streaming business, weighing a free ad-supported

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

U.S. stocks closed at records Tuesday, with the Dow posting its best day in nearly two months—though investor Michael Burry warns of a possible 1987-type fall. AMD's revenue jumped 50% with data center sales doubling, yet shares slipped, making its earnings a key test for the chip trade. Palantir soared 29% after blowout results. Caterpillar crushed Q2 estimates and raised its outlook, tying strength to the AI-driven data center boom. Oil tumbled after Treasury Secretary Bessent signaled a possi

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

0731 | Big Tech’s AI split, Fed rifts, and oil war profits

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

Microsoft notched the biggest single-day dollar gain in stock market history, adding $450 billion on record cloud revenue, while Apple and Amazon earnings loom. The Fed held rates steady but Chair Warsh faces sharp criticism for muddy messaging, sending long-term Treasury yields higher. US-Iran hostilities have reignited, with strikes on military and energy infrastructure driving oil gains and fueling concerns of a widening regional conflict. In IPOs, Jersey Mike's fell 6% and Reformation closed

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

The dollar dropped after a divided Fed held rates steady, with three dissenters voting to hike. Chair Warsh's cautious communication style is already reshaping how markets interpret policy signals, fueling bond-market volatility. Oil surged past $90 on renewed Iran hostilities, while Ford raised its outlook again on strong SUV demand. Hims & Hers sank 10% on an FTC suit over data sharing and billing. In earnings, Visa beat but announced 2,600 job cuts, P&G missed on revenue, and Humana held guid

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

Tech stocks took a beating as the Nasdaq 100 neared correction territory, driven by a deepening semiconductor selloff sparked by Alphabet's earnings. Amazon, Meta, and Microsoft face skeptical investors this week. New Fed chair Kevin Warsh is expected to hold rates steady with the Iran war adding tension. Boeing posted a wider-than-expected loss on Air Force One charges, while UPS beat and raised guidance and Coca-Cola hiked its forecast. SpaceX's valuation crater continued — now down the equiva

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

A mixed-market Monday: crypto stocks rally as capital rotates away from AI infrastructure, JPMorgan flashes a buy signal for the S&P 500, and oil slides below $90 on a fragile U.S.-Iran truce. Nvidia and OpenAI discuss a potential $250 billion credit backstop for AI data centers, while Nvidia's credit risk surges to a record. Tyson and JBS jump on Mexico cattle import news, CME launches single-stock futures on SpaceX and Micron, and Trump hits 60 trading partners with a new tariff round. Singapo

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

0724 | Nasdaq Slips, Oil Surges, and Moody’s Flags AI Spending Risk

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

Wall Street had its worst day in a month as the Magnificent Seven shed $767 billion in value, driven by AI spending concerns after Alphabet and Tesla earnings. Brent crude surged past $100 a barrel following Houthi attacks on Saudi tankers in the Red Sea, deepening fears of a wider Middle East conflict. The oil spike rekindled inflation worries, pushing Treasury yields to their highest since early 2025 and fueling bets on a September Fed rate hike. Elsewhere, Eli Lilly plans a 2027 filing for it

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].

0722 | U.S. 30‑year bond above 5%, Tesla miss, diesel surge, IBM AI push

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This episode is produced by Bri. Bri uses advanced AI technology to turn the feeds you care about into podcasts made for listening. Contact us at [email protected].