Prof G Markets: First Citizens Acquires SVB, ...

Alice Han and James Kynge start in Taipei, where the government has approved a record $35 billion defense budget for 2027 — an 18.2% jump — coming right on the heels of this year's Han Kuang drills, which mobilized nearly 22,000 reservists and adopted U.S.-style command tactics f ...  Afficher plus

Audio excerpted with permission of Penguin Random House Audio from I DISAGREE by Jessica Tarlov, read by the author. Learn more about your ad choices. Visit podcastchoices.com/adchoices 

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ...  Afficher plus

Scott and Ed open the show by discussing the Justice Department’s proposed forced sale of Google Chrome, how Microstrategy is funding its Bitcoin buying spree, and Nvidia’s earnings. Then Scott breaks down why Target is still struggling to compete with Walmart and explains why it ...  Afficher plus

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ...  Afficher plus

Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ...  Afficher plus