episode-header-image

Today

6m 45s

Liability sparks downgrades

About this episode

Up next

STAAR prelims signal upside

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode ... Show More

Insurers pop on Medicare rate hike

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)Episode tran ... Show More

PepsiCo exits Kanye fest

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)Episode transcripts s ... Show More

Recommended Episodes

Chipmaking giant Samsung to cut production amid slowing demand

Samsung, the South Korean electronics giant, reported that profits declined by a whopping 96% in Q1 of this year due to slowing demand for microchips and other electronics. We look at the company’s decision to cut production of microchips as a result of the news, and what that sa ... Show More

Adani tries to win back investors

<p>China’s semiconductor industry fears Japanese curbs on exports of crucial chipmaking equipment are stricter than US limits, Meta has been hit with a €1.2bn fine by the EU for privacy violations, and the Adani Group is trying to woo investors after a series of allegations from ... Show More

Sam Bankman-Fried Guilty and Apple Takes a Hit

Bloomberg's Caroline Hyde and Ed Ludlow break down FTX Founder Sam Bankman-Fried's guilty verdict, and its impact on the crypto industry. Plus, Apple shares take a hit after the world's most valuable company warns of a sluggish holiday quarter and weakness in China.See omnystudio ... Show More

Nvidia closes in on the trillion dollar club

<p>More large US companies are taking shelter in bankruptcy court, Nvidia is on course to become the first chipmaker to be valued at more than $1tn, and Turkish voters go back to the polls to pick their next president. </p><br><p><strong>Mentioned in this podcast:</strong></ ... Show More

Private credit’s growing ‘IOU’ habit

<p>Shares in ASML led a tech rout on Nasdaq on Tuesday after the chipmaker warned of a slower recovery in the semiconductor market, and Goldman Sachs’ quarterly profits jumped 45 per cent to $3bn, boosted by its equity trading business. Asian battery makers are racing to develop ... Show More

Nvidia claims top spot

<p>Nvidia capitalises on investor excitement over artificial intelligence, Japan’s TDK is claiming a breakthrough in materials used in its small solid-state batteries, and Silicon Valley companies are screening their staff for Chinese spying. Plus, the FT’s Saffeya Ahmed unpacks ... Show More

Nvidia In Trouble In China Again

The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With Ch ... Show More

DeepSink: China's DeepSeek Slams Stocks

MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ... Show More