Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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The Exchange 10/23/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Capital Concerns Hammer the AI Trade 10/22/26
Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can use to raise funds. Plus, Palantir’s Joe ...عرض المزيد
SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26
SpaceX pop on strong earnings and Elon Musk’s signaling about the possibility of a merger with Tesla, but one AI researcher is flagging a risk he calls an “unacceptable liability.” Meta shares down nearly 10% from its high following Muse’s launch, will third quarter results bring ...عرض المزيد
Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
One portfolio manager is playing defense with mega cap tech stocks as investors weigh potential red flags for the AI trade. Does Netflix have a content issue? Plus, ahead of earnings, the five factors Evercore says will drive the medium-term action in SpaceX. Hosted by Simplecast ...عرض المزيد