Disney’s streaming business could be running out of steam; MoffettNathanson founding partner and media watcher Michael Nathanson weighs in on Wall Street’s Disney debate. Nathanson also dives into the 'Squid Game' mania and what its eyepopping metrics mean for Netflix and the streaming wars. CNBC’s Steve Liesman breaks down the latest GDP forecasts for the b ... Show More
Nov 21
America’s Health Care: Affordability, AI, & Politics 11/21/25
<p><a href="https://www.cnbc.com/2025/11/18/aca-subsidies-cliff-premium-tax-credits.html">Affordable Care Act health insurance premiums expire on December 31st</a>, but Congress has yet to come to a bipartisan agreement on policy ahead of that deadline. House Minority Leader Hake ... Show More
33m 31s
Nov 21
5 Things to Know Before the Opening Bell 11/21/2025
<p>The 5 things you need to know before the stock market opens today: Netflix, Paramount and Comcast have all submitted bids for Warner Brothers Discovery, Nvidia shares under pressure have driven the markets lower, prediction market Kalshi has raised $1 billion in its latest fun ... Show More
1m 50s
Nov 20
Ray Dalio, Bubble Fears, & Nvidia’s Beat 11/20/25
<p>Bridgewater founder Ray Dalio addresses investor <a href="https://www.cnbc.com/2025/11/20/global-tech-stocks-climb-as-nvidia-results-soothe-ai-bubble-concerns.html">concerns about economic bubbles, both in AI</a> and in the broader markets. Part interview, part historical mark ... Show More
34m 26s
Mar 2025
🐸 “Find Your Muppet” — Sesame Street’s Cocomelon threat. Saratoga’s viral facial water. Signal’s user error.
<p>A gym-fluencer did a 3:52am sparkling ice facial… and Saratoga Water’s stock jumped 6%.</p><p>Sesame Street is facing 3 major threats… Bluey, Cocomelon, and Ms. Rachel.</p><p>The Atlantic’s journalist shared more screenshots… but we got curious about the chat app, Signal.</p>< ... Show More
23 m
Oct 6
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s
Mar 2025
🌵 “South By, Inc.” — The Biz of SXSW. TJMaxx vs Hermès. Ryan Reynolds’ $100M Wrexham.
<p>The #3 retailer in the world? It’s TJMaxx… because TJ is tariff-proof.</p><p>The South By Southwest tech-tainment is this week… because the conference biz is booming.</p><p>Ryan Reynolds’ investment in one crappy soccer club… just got a 4,900% return.</p><p>Plus, one Jurassic ... Show More
21m 59s