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Huang is out, Kress is in at Nvidia

It’s official, founder and longtime CEO of Nvidia, Jensen Huang, is stepping down, effective immediately. It comes after several days of reporting on Huang’s personal relationships with his subordinates and a Chinese spy. Jon, Matt, and Tyler react to the sudden resignation, what ... Show more

. 23min 36sec

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

. 17min 46sec

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What Trump’s win means for markets and portfolios

Exchanges

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Eq ... Show more

. 22min 38sec

MM139: Goldman doubles down and Trump wins big in Iowa

Market Maker

In our latest review of this week in markets we cover the following topics:

<ul><li>UK CPI and US Retail Sales surprise analysts. What does this mean for future monetary policy?</li></ul>

<ul><li>A breakdown of the latest earnings from Goldman Sachs and ... Show more

. 47min 9sec

Nvidia hits USD 3.6 trillion milestone, Bitcoin tops USD 81,000

Moving Markets

Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in m ...

. 10min 34sec