Market update for Wednesday December 31, 2025

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In today’s episode:

• Nvidia prepares to ramp H200 chip production as demand from China explodes

• Warner Bros. Discovery plans to reject Paramount’s revised takeover offer

• Nike stock jumps on insider buying as Rivian slides on CEO stock sales

• Warren Buffett officially steps down after one of the greatest investing runs ever

Market update for Tuesday December 30, 2025

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In today’s episode:

• Silver and gold see wild swings as metals trade like meme assets

• Meta buys AI startup Manus for more than $2 billion

• Tesla deliveries expected to drop for 2nd year in a row 

• Copper prices surge to record highs as AI data centers fuel demand

• Fun fact: International stocks outperformed U.S. stocks by the widest margin since 2009

Market update for Monday December 29, 2025

Interview with Jason Ware, CIO of Albion Financial

Space Stocks Deep Dive

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In today’s episode:

• Lululemon’s founder launches proxy fight to shake up the board
• Nvidia finalizes a $5B investment in Intel
• DigitalBridge stock soars on SoftBank acquisition
• Silver pulls back after a historic run fueled by speculation and industrial demand
• Fun Fact: Bluey once again dominated streaming in 2025

Will AI power the Mag 7 to another banner year in 2026, or is market leadership about to change? Jason Ware, CIO of Albion Financial, explains why strong earnings and relentless AI investment continue to support stocks. Ware and Zaid unpack why tariffs didn’t derail the economy, whether investor concerns around AI-driven debt are overblown, and how Big Tech is thinking about capex. Plus, Ware gives his take on a potential Fed shakeup and the biggest open questions for markets in 2026.

Space is no longer just science fiction—it’s becoming the next battleground for tech, AI, and Wall Street. As SpaceX inches toward a potential IPO and government support accelerates the new space race, investors are piling into anything tied to orbit. In this weekend deep dive, we explore why space stocks are suddenly on fire and which companies could actually benefit as the industry scales. Will these stocks reach escape velocity, or come crashing back to Earth?

Market update for Friday December 26, 2025

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In today’s episode: 

• Nvidia makes $20B deal with AI chip company Groq
• Silver & gold prices continue historic rally
• Memory chip stocks jump on AI-driven price hikes
• Biohaven shares nosedive on depression drug trial failure
• Coca-Cola responsible for modern day Santa Claus
  

Market update for Wednesday December 24, 2025

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In today’s episode:

• The S&P 500 hits another record as GDP growth comes in hotter than expected
• Apple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things around
• Google-backed AI fleet management company Motive files for an IPO
• Dynavax surges after agreeing to a $2.2B acquisition by Sanofi
• Intel slides after reports Nvidia won’t use its chip manufacturing process
• Tech IPOs in 2025 have disappointed investors
  

Market update for Tuesday December 23, 2025

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In this episode:

• Gold and silver prices hit new records
• Novo’s weight-loss pill gets FDA approval
• Google buys a renewable energy firm for $4.75B
• Trump’s new battleship deal goes to Huntington Ingalls
• U.S. drone stocks soar after U.S. bans foreign players
• Johnson & Johnson ordered to pay $1.5B by jury in baby powder case

Market update for Monday December 22, 2025

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In this episode:

• Investors eye ‘Santa Claus’ rally to end the trading year 
• Oracle founder Larry Ellison guarantees Paramount’s offer for WBD
• Nvidia plans to ship H200 chips to China in February
• Rocket Lab secures its largest contract ever
• Honeywell loses $470M from FlexJet lawsuit
• The new Avatar movie “Fire and Ash” disappoints in opening weekend
  

Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversation also dives into tariffs, affordability, and why cost-driven inflation hits households differently than demand-driven price spikes.