Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26

Musk's Mega Merger, Disney's New CEO, and Wal...

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Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bit ...  Show more

The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26

Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report. Hosted b ...  Show more

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Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout
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Artificial intelligence is shaking up business in a big way, and recent college graduates are feeling the pinch. WSJ’s Chip Cutter explores the new corporate philosophy emerging around hiring and explains how the promise of artificial intelligence is putting entry-level jobs on t ...  Show more

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Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ...

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US Shutdown Begins As Stocks Drop & Gold Rallies On Funding Standoff
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Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Congress blew past a midnight funding deadline, triggering the US government’s first shutdown in nearly seven years — and the third under President Donald Trump. (2) US equity-index futu ...  Show more