Bezos, Musk, and the Race for Space

Bezos, Musk, and the Race for Space

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Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a frac ...  Show more

Disney Has Its CEO

Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.Travis Hoium, Lou Whiteman, and Rach ...  Show more

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Musk’s Cheaper EVs Calm Fears Over Tesla Strategy
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Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Technology Co-Host Ed Ludlow discusses Tesla easing concerns about disappointing earnings results and diminished growth by vowing to launch less-expensive vehicles as soon as late this year. Bloomberg ...  Show more

Elon Musk Dominates Outer Space Like Nobody Has Before
Odd Lots

The company that Elon Musk is most known for, obviously, is Tesla. It's been extraordinarily successful and made him one of the richest people in the world. But his true love may be SpaceX, the rocket company whose technology may one day be used in getting humans to Mars. But eve ...  Show more

Prof G Markets: Bitcoin’s Rally, Elon’s xAI Fundraising, and Alaska Airlines Acquires Hawaiian
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Scott breaks down his wins and loses amid crypto’s bull market this year. He also shares his thoughts on the state of the airline industry and whether or not Hawaiian Airlines could make a good merger arbitrage trade. Finally, he and Ed discuss why Elon Musk needs to raise $1 bil ...  Show more

Prof G Markets: Tesla’s Terrible Earnings, the FTC’s Noncompete Ban, and 24/7 Trading at the NYSE
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Scott shares his thoughts on why Tesla’s stock surged, despite worse than expected first quarter earnings. He then reflects on how a ban on noncompete agreements will be beneficial for workers. Finally, Scott and Ed discuss the benefits and drawbacks of 24/7 trading at the New Yo ...  Show more