Searching for the Next Nvidia, Trump Treasury...

Perplexity CEO Aravind Srinivas joins to discuss the company's AI offerings, a new partnership with Nvidia and potential IPO plans. Then, Richmond Fed President Jeffrey Lacker shares his reaction to this morning's jobs number and what it means for the upcoming Fed meeting. Plus, ...  Show more

Lululemon shares plunge after the company cuts its outlook, raising fresh questions about the turnaround and consumer demand. Then Zscaler CEO Jay Chaudhry breaks down the cybersecurity firm’s latest results and weighs in on reports of another hack involving OpenAI agents. Plus, ...  Show more

Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ...  Show more

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50). Episod ...  Show more

Stocks Plunge As Pres. Trump Says U.S. Firms Are "Hereby Ordered" To Look For Alternatives To China; Dow Plunges 600+ Points Amid Pres. Trump's Tweets, Jokes, Trade War; President Trump Threatens To Raise Tariffs On Chinese Goods To 30% Amid Escalating Trade War; Summit, Or Powde ...  Show more

On today's podcast: 1) Trump Picks Former Immigration Chief Homan as His ‘Border Czar’ 2) Stocks Push Higher While Bitcoin Tops $81,000 3) Fed’s Kashkari Says Stronger Economy Could Mean Fewer Rate Cuts See omnystudio.com/listener for privacy information.