FHFA Director Bill Pulte, David Solomon’s AI ...

What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then early SpaceX and xAI investor Peter Diamandis on Elon Musk’s lawsuit against OpenAI. Plus, how to value a SpaceX IPO. And the CEO of T ...  Show more

A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then the CEO of Novartis with a warning about the Trump Administration’s drug pricing strategy. Plus, reaction to quarterly results. And t ...  Show more

Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company rais ...

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expe ...  Show more

Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ...  Show more

Watch the recording of our webinar on Financial Modeling a Self-Funded SBA Acquisition: