Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following...

Margin worries lead to selling of https://seekingalpha.com/news/4530793-broadcom-stock-falls-as-management-warns-of-margin-pressures?source=wsb_podcast:broadcom_gives_ai_traders_another_headache. (0:15)...

Along with a 3-year IP deal, Disney https://seekingalpha.com/news/4530510-disney-licenses-its-ip-to-openai-under-a-1b-equity-investment?source=wsb_podcast:disney_licenses_characters_to_openai in OpenAI. (0:15) Jobless...

The AI trade https://seekingalpha.com/news/4530150-oracle-tumbles-as-soaring-rpos-not-enough-to-offset-mixed-q2-results?source=wsb_podcast:oracles_tumbles_on_revenue_miss as Oracle fell short on the top line. (0:15) SpaceX gearing up...

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). Show Notes:...

Standard Chartered strategist cuts his https://seekingalpha.com/news/4529976-this-bitcoin-bull-just-slashed-their-price-forecast?source=wsb_podcast:big_bitcoin_bull_cries_uncle. (0:15) Nvidia to offer...

Meta looks to replace Llama https://seekingalpha.com/news/4529623-meta-could-release-new-ai-avocado-model-in-q1-report?source=wsb_podcast:meta_aims_for_new_ai_model_in_26. (0:15) Americans are...

President Trump OKs export of the high-ends GPUs, says https://seekingalpha.com/news/4529512-nvidia-amd-intel-rise-as-trump-approves-sale-of-h200-chips-to-china-asks-for-25-cut?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china. (0:15) Sen. Warren...

Paramount looks to snake Netflix’s Warner Bros. deal https://seekingalpha.com/news/4529356-paramount-launches-hostile-30-per-share-offer-for-warner-bros?source=wsb_podcast:paramount_goes_hostile_for_warner. (0:15) Wedbush gets...

IBM will reportedly https://seekingalpha.com/news/4529164-ibm-in-talks-to-buy-confluent-for-11-billion-amid-ai-push---report?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push for the data streaming company. (0:15) Lilly, Pfizer, J&J in...

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names...

Netflix (https://seekingalpha.com/symbol/NFLX?source=wsb_podcast:netflix_buying_warner) is buying Warner Brothers (0:20). Dollar General (https://seekingalpha.com/symbol/DG?source=wsb_podcast:netflix_buying_warner), Salesforce...

AI chipmaker https://seekingalpha.com/news/4528778-chinas-nvidia-like-ai-chipmaker-moore-threads-jumps-500-after-ipo-debut?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO is rocketing higher on its debut in China. (0:15) White House looks to...

Meta looking to make https://seekingalpha.com/news/4528560-meta-ceo-planning-cuts-in-metaverse-projects-by-up-to-30---report?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness to Metaverse team as it focuses on AI. (0:15) Is AI’s future now...

Nvidia scores https://seekingalpha.com/news/4528389-nvidia-secures-victory-after-congress-shoots-down-chip-export-curbs---report?source=wsb_podcast:mr_nvidia_goes_to_washington with CEO Jensen Huang...

The White House is reportedly making robotics its AI priority in 2026. (0:15) https://seekingalpha.com/news/4528027-private-firms-unexdpectedly-shed-32k-jobs-in-november-adp-report?source=wsb_podcast:the_year_of_the_robot_approaches in November....

Nike makes https://seekingalpha.com/news/4527804-comcast-seeks-to-merge-nbcu-into-warner-bros-under-its-new-bid---report?source=wsb_podcast:nike_shakes_up_its_starting_lineup as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would...

OpenAI’s https://seekingalpha.com/news/4527661-openai-developing-new-ai-model-garlic-amid-googles-ai-success?source=wsb_podcast:can_garlic_cure_an_ai_code_red as Altman calls...

Netflix submitted a https://seekingalpha.com/news/4527343-netflix-makes-mostly-cash-offer-for-warner-bros-in-second-round-report?source=wsb_podcast:netflix_ready_to_splash_the_cash_for_warner for Warner’s studio and HBO Max. (0:15) Michael Burry says...

New York State Gaming Commission https://seekingalpha.com/news/4527036-the-new-york-city-casino-race-meet-the-operators-set-to-launch-in-the-big-apple?source=wsb_podcast:nyc_bets casino licenses (0:25). Accenture higher after...