In episode 73, Michelle opens with the introduction and date, setting the stage for the day's financial updates. The episode begins with a focus on BYD's impressive sales surge, analyzing its growing competition with Tesla in the electric vehicle market. Michelle then examines Oracle's significant order of AMD GPUs, discussing the implications for data center market dynamics and the broader tech industry. The conversation shifts to a US labor market update, exploring recent trends and their impact on the economic outlook. The episode wraps up with closing remarks, inviting listeners to stay informed and follow the podcast for ongoing insights and updates.

(0:00) Introduction and date

(0:20) BYD's sales surge and competition with Tesla

(2:13) Oracle's AMD GPU order and data center market dynamics

(4:09) US labor market update and economic outlook

(5:35) Closing remarks and follow reminder