Anthropic's confidential IPO filing sets off a frenzy of new listings, but Alphabet's plan to raise $80 billion in equity takes some of the shine off the excitement. Meanwhile, oil prices swing nearly five percent before retreating after Trump signals U.S.-Iran talks may still pr ...Show more
All Episodes
IPO, therefore I am
Anthropic's confidential IPO filing sets off a frenzy of new listings, but Alphabet's plan to raise $80 billion in equity takes some of the shine off the excitement. Meanwhile, oil prices swing nearly five percent before retreating after Trump signals U.S.-Iran talks may still pr ...Show more
Chips with everything
NVIDIA unveils an AI chip for personal computers as Jensen Huang takes the stage in Taipei. Samsung adds another 10% and South Korean exports post their fastest growth since 1984. Meanwhile, U.S.-Iran missile strikes resume and a hoped-for ceasefire memorandum shows no sign of pr ...Show more
Week Ahead: Summertime and the living isn't easy for the Fed
Kevin Warsh chairs his first Fed meeting in June, but Jerome Powell may still make his presence felt. His board seat runs to early 2028, making him a potential swing vote. Meanwhile, questions are growing over whether Warsh will move to scrap the dot plot and reduce the Fed's bal ...Show more
Week in Review: Hot inflation, trillion-dollar chips, and Blue Origin
This week, U.S. inflation hits a three-year high. Fed officials warn that AI - meant to ease inflation - might actually be making it worse. Plus, Micron and SK Hynix cross trillion-dollar valuations for the first time and a rocket built by the Jeff Bezos-owned space company Blue ...Show more
Markets bet on an Iran deal
Markets are pricing in a U.S.-Iran deal, but U.S. President Donald Trump is yet to approve it and Iran saysit has not been finalized. Meanwhile, the Fed's inflation gauge just hit a three-year high,leaving the Fed running out of reasons not to hike. Plus, Anthropic's valuation ju ...Show more