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May 29
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio
#856: Retail stocks are surging thanks to US shoppers continuing to spend, spend, spend (even if it’s squeezing their budgets). Anthropic surpasses OpenAI as the most valuable AI startup. Dell wins a $9.7B Pentagon deal. JPMorgan owes an ex-employee $4.25M for wrongful terminatio ... Show More
28m 26s
May 28
AI Boom Splits SF Housing in Two & America is Running Out of Honey?
#855: The AI boom is causing a housing divide in the Bay Area. Robinhood releases an AI agent that can trade for you and even buy stuff with your credit card. Airbnb and Uber are competing to be the top travel super app. Neal’s numbers on a honey production shortage, pickleball f ... Show More
28m 7s
May 27
Micron Joins the $1T Club & The Knicks Send MSG Shares Soaring
#854: An Uber exec admits it’s getting harder to justify money spent on AI tokenmaxxing. Micron hits the $1 trillion market cap. Madison Square Garden shares pop as the New York Knicks reach the NBA Finals for the first time in 30 years. Rising beef prices are putting some steakh ... Show More
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