Andrew, Ben, and Tom break down Broadcom's 3% dip and use a New York City delivery analogy to finally explain the difference between CPUs, GPUs, and XPUs, plus updates on Iran, Russia, and Snowflake's AI-driven earnings beat.


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Andrew, Ben, and Tom debate whether markets are facing real chaos or just noise as oil jumps back to $90 on Iran tensions, ISM manufacturing cools, and midterm uncertainty builds, plus Elon Musk's G20 remarks on AI and power constraints.

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Andrew, Ben, and Tom break down Nvidia's $35 billion Lambda/Anthropic cloud deal and new MediaTek partnership that squeezes Broadcom and Marvell, plus Bessent's latest comments on bonds and inflation.

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Andrew, Ben, and Tom dig into Bessent's scorched-earth letter to Elizabeth Warren, Warsh's hawkish Jackson Hole speech and softer-than-expected BLS jobs revision, plus France's growing sovereign debt problems.

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Andrew, Ben, and Tom discuss Venezuela's potential OPEC exit as the US nears a deal for a stake in 17+ Venezuelan oil fields holding 90 billion barrels of reserves, possibly via a 100-year lease

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Andrew, Ben, and Tom break down Nvidia's blowout revenue forecast and reaction from Okta, CrowdStrike, and Salesforce, plus Meta's $17.1 billion settlement over teen safety and new usage restrictions.

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Andrew, Ben, and Tom dig into LeBron James' mysterious $300 million loan against future earnings, plus Intuit's guidance reset, Zoom's soft outlook, and oil sliding as Iran and Oman signal reopening the Strait of Hormuz.

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Andrew, Ben, and Tom discuss Dick's Sporting Goods and Foot Locker slashing full-year guidance as footwear demand deteriorates, plus Meta's new $199/month consumer AI agent Hatch and the growing IPO pipeline led by Oura and Dunkin.

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Andrew, Ben, and Tom preview Bessent's 1pm press conference declaring economic war on Iran, break down the collapsed US-Canada tariff deal and the resulting 50% tariff on $20B of goods, and discuss Nvidia's coming 15% server price hikes tied to memory costs.

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Andrew, Ben, and Tom discuss Ross Stores surging 8% after raising full-year guidance on strong customer traffic with third-quarter comps now expected at 6-7%, Trump announcing a deal to import 300,000 metric tons of quota-free ground beef priced 25% below current market prices as the US works to rebuild its cattle herd, oil tankers reportedly waiting up to 30 days to load at Venezuelan ports amid aging infrastructure even as interest in Venezuelan crude grows, and Treasury Secretary Bessent's continued bond buybacks that the hosts argue are effectively reducing the national debt by repurchasing previously issued bonds at a steep discount.

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