Are chip and memory stocks in a bubble? Or just rationally riding an ever-increasing demand for AI infrastructure? Today on the show, Rob Armstrong and Katie Martin unpack the rally in chip and memory stocks. Also they go long a stalemate in the Middle East and long the fracas su ...Show more
SpaceX nears lift-off
SpaceX is set to be the largest listing of all time. But it might not be just the launch of a new publicly traded stock. It might be a reorganisation of how indexes treat new entrants. Today on the show, Katie Martin and Rob Armstrong are joined by Lex editor John Foley to discus ...Show more
Los fundadores de WeWork creían que estaban a punto de hacer historia. La compañía estaba valorada en 47 mil millones de dólares, estaba lista para cotizar en bolsa, y su carismático director, Adam Neumann, pensaba que iban a cambiar el mundo. Adam tenía una visión profética para ...Show more
WeWork will finally hit the public markets after BowX Acquisition Corp (BOWX) shareholders voted to bring the company public via SPAC. The company coming to the public markets looks a bit different than the one that pulled its IPO in 2019. We compare WeWork then and now, talk abo ...Show more
The founders of WeWork thought they were on the brink of making history. The company was valued at $47 billion dollars, ready for a huge IPO, and its charismatic CEO Adam Neumann believed he was going to change the world. Adam and his wife Rebekah had a prophet-like vision—but di ...Show more