Inflation and Investing

Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so int ...  Show more

Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential thre ...  Show more

The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57) Show Notes Wells Fargo’s Growth List Dividend Roundup Russia mulling mega oil merger Episode transcripts: seekingalpha.com/w ...  Show more

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 ...

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

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