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Grand Theft Air-o - Investors flee for the skies amid rattled AI trade down here on land: Much of the stock market has been concerned with down-to-earth matters, problems of copper and of silicon — specifically how to t

Nov 24

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AI SPY - This week has seen the nascent fight between the two flagship robotaxi plays — Google’s Waymo and Tesla’s Robotaxi — escalate to a new level. Presented by Hey Snackers, Before the pandemic, most pare

Nov 21

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Pop the champagne - Nvidia is reminding everyone how great it is to be the stock at the center of the AI boom, posting Q3 sales and earnings beats along with a very robust Q4 revenue outlook. Presented by Hey Snackers,

Nov 20

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👀 All eyes on Nvidia 💻 - This afternoon, we’ll get Nvidia earnings, and it comes at a tenuous time for the company and the AI trade as a whole. (Cheng Yu-Chen/Getty Images) Presented byHey Snackers, Cruises are no longer for

Nov 19

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Apple keeps an AI out - Once again, it appears Apple’s relatively limited exposure to AI, while not quite an asset, isn’t the demerit it could be. Even as the company has increased its capital spending to build out its AI c

Nov 17

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Spec stocks see red - How speculative tech stocks lost one-third of their value in the past month and Disney dips on weaker-than-expected Q4 revenue amid its longest-ever TV blackout. Presented by Hey Snackers, Christmas

Nov 14

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Gold’s meme shine - Oklo had a rough earnings report but analysts don’t care; Gold gets to be a meme stock again. Presented byHey Snackers, Typically when consumers shell out for a new Apple iPhone, their preferred colo

Nov 13

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🔎 Creative AI accounting 📒 - Michael Burry, the investor of “The Big Short” fame, thinks there’s not enough appreciation for depreciation, and this week posted about his qualms about how the likes of Oracle and Meta are handling

Nov 12

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Here we go AI-gain - The AI trade is roaring back after getting speed checked last week. Presented by Hey Snackers, If you can’t beat ’em, rent ’em? As Tesla comes off a record quarter, the company is now grappling with

Nov 11

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Nvidia’s China problem - Last week was rough for Nvidia in no small part because CEO Jensen Huang continued to talk about perhaps the one thing that isn’t going well for the $4 trillion company: China. (Andrew Harnik/Getty I

Nov 10

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Owl brings back “unhinged” posting - At its annual shareholder meeting Thursday, Tesla announced that shareholders voted for CEO Elon Musk’s much-watched $1 trillion pay package, with 75% voting in favor. Presented byHey Snackers, Krisp

Nov 07

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Gaining on losing - Apple plans to pay Google about $1 billion a year to use the search giant’s AI model for Siri, Bloomberg reported yesterday. Presented byHey Snackers, Last month, Meta announced that its updated Inst

Nov 06

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🚦 Markets face speed check 🚦 - That’s the message emanating from various key actors and assets, communicated in ways that range from subtle subtext, to somewhat fuzzy, to the extremely explicit. (James Carbone/Getty Images) Presen

Nov 05

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Meta wants its iPhone moment - Last quarter, Meta’s revenue from its Reality Labs segment, which includes its AI smart glasses, was higher than analysts predicted and its losses were lower. Those losses relative to revenue were st

Nov 04

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