Podcast Archive

▶AI's Gravitational Pull — Nvidia, Energy Warnings, and Narrow Signals

▶Apple vs Amazon: Earnings, AI Spending, and the Deepening K-Shaped Market

▶Intel and AMD Soar 13%: Nvidia's Prisoner's Dilemma and Meta's Spending Problem

▶Dow Crashes 800 Points: Microsoft's AI Bill Comes Due

▶Apple Dethrones Nvidia, $5B Sutskever Bet, 70% Earnings Growth

▶Big Tech Earnings, Fed Decision, and the AI Tug-of-War

▶AI Spending Anxiety Drives Mag 7 Selloff

▶Super Micro's $60 Billion Bet And The AI Infrastructure Rally

▶AI Chips Enter Full Production as Market Signals Turn Bearish

▶AI Infrastructure Arms Race, Earnings Preview, and Geopolitical Headwinds

▶US-Iiran War Fears, AI Memory & Bank Earnings Week

▶US Strikes Iran, AI Rush Meets Skepticism, and Big Bank Earnings

▶Market Caution Meets AI Fervor: Mixed Close as Berkshire Bets Big and Earnings Loom

▶AI Surge, Netflix Shifts, and the Bearish Signals — July 10, 2026

▶AI Tensions and Market Divergence — July 9, 2026

▶Dow Rallies, Nasdaq Slides as Nvidia Skepticism Grows

▶AI Money, a Bitcoin Shake-Up, and Heavy Selling in Nvidia and Intel

▶Market News — Sunday, June 29, 2026: Comcast Announces NBCUniversal Spinoff, S&P 500 and Nasdaq Record Strongest Quarter Since 2020, and Alphabet Joins the Dow

▶Market News — Saturday, June 28, 2026: Markets Rally on Ceasefire Hopes, AI Spending Hits $99 Billion, and the Tech Rout Continues

▶Market News — Friday, June 27, 2026: SpaceX's $60B Cursor Bid, Cloud Dominance, and the AI Infrastructure Stack

▶Market News — June 26, 2026: S&P 500 Flat as Apple Weakness Offsets Micron, 24-Hour Trading and Michael Burry's Microsoft Bets

▶Market News — June 25, 2026: AI Chip Builds, Asian Rebound, and Alphabet Joins the Dow

▶Market News: AI Winners vs. Skeptics, Alphabet Drag, and Berkshire's Airline Bet — June 22, 2026

▶Market News: AI Tension, SpaceX Slump, and Berkshire's Airline Bet — June 22, 2026

▶Stocks Slide on Fed Rate-Hike Fears, Meta Plummets 5%, Apple Warns of Inevitable Price Hikes