Activist short seller Spruce Point Capital Management is accusing Oatly of shady accounting and greenwashing, claiming the stock is up to 70% overvalued. Spruce Point Founder and CIO Ben Axler explains his short position on the oat milk brand and defends the allegations. Netflix is making moves to enter the gaming space, but not without some watch list and c ... Show More
Yesterday
Maryland Gov. Wes Moore & the AI Buildout 9/15/26
Seven weeks away from the midterm elections, Maryland Governor Wes Moore (D) discusses his own reelection campaign, the future of the Democratic Party, and rumors of his own run for President. Gov. Moore also weighs in on regulating data centers and their energy consumption. Manu ... Show More
39m 23s
Sep 14
Calls for an AI Slowdown 9/14/26
Leaders in AI have joined a refrain to slow the pace of innovation as fears of AI’s risk to humanity mount. Dario Amodei, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk have all commented on the concerns, while President Trump insists that competing with China is paramo ... Show More
50m 51s
Apr 2025
Google Ruled a Monopoly… Again? & Netflix Takes Closer Step to $1T
Episode 564: Neal and Toby recap the fallout from a federal judge’s ruling of Google monopolizing the ad tech space. Then, President Trump goes on the offensive, calling for the termination of Fed Chair Jerome Powell after he said tariffs would increase inflation. Plus, Netflix c ... Show More
31m 25s
Feb 2019
The Netflix of Video Games?
Jeff Bezos squares off with the National Enquirer. Chipotle sizzles. And Alphabet ramps up its spending. Our analysts discuss those stories and dig into the latest from Disney, Electronic Arts, Take-Two Interactive, Hasbro, Mattel, Papa John’s, Skechers, Spotify and Twitter. Plus ... Show More
40m 9s
Feb 2022
Peloton Soars on Buyout Interest Reports, Spotify CEO: "Silencing" Joe Rogan Is Not The Answer, and Airline M&A: Frontier-Spirit Merger Deal
Carl Quintanilla, David Faber and Mike Santoli looked at what's ahead for the market after a volatile week for stocks. They also explored what to make of Peloton: The stock soaring on reports that Amazon, Nike and others are mulling possible bids for the company. M&A also in focu ... Show More
43m 39s