Inflation and Investing

Inflation and Investing

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Is Microsoft’s Office Moat In Trouble?

Anthropic’s new productivity tools are taking aim at Microsoft Office, but can they break Microsoft’s grip on enterprise customers? Meanwhile, CoreWeave’s explosive revenue growth comes with mounting debt and questions about long-term profitability. Travis Hoium, Lou Whiteman, an ...  Show more

Nvidia’s Key Man Problem

What started as a couple of salacious back page headlines has spiraled into a major leadership conundrum for Nvidia. As more reports come out related to the Jensen Huang/Huang Le scandal, the board has launched an investigation into Jensen’s actions. Matt, Lou, and Tyler take a l ...  Show more

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Stocks Jump After CPI… And A Potential Media Deal 9/11/25
CNBC's "Fast Money"

Stocks ripping to fresh records as investors digest an August inflation increase. What it means for next week’s Fed rate decision, and how the treasury markets are responding. Plus more media M&A on the horizon? How Paramount Skydance could be gearing up for a bid on Warner Br ...

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If Prices Keep Going Up, We Might Have to Start Calling It Inflation
The Breakdown

Today on the Brief: Elon Musk saves an SNL flop with a dogecoin satellite  Growing interest in Ethereum  UBS explores offering crypto to wealthy clients Our main discussion:The Wall Street Journal and Bloomberg are both running headlines about increasing consumer prices. Fo ...  Show more

2-24-2022 - Investors Take Billions of Dollars from Bond and Money Market Funds at the Fastest Pace in Years
InvestTalk

Investors seem to be reacting to inflation and the likely impact of higher interest rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., PLBY - PLBY Group Inc., Russia and Inflation, Midday Rally, Q4 GDP Revised, New Home Sales, Cyber-Security, Most Overpriced Housing, ...  Show more