Market update for Tuesday December 30, 2025
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In today’s episode:
Silver and gold see wild swings as metals trade like meme assets
Meta buys AI startup Manus for more than $2 billion
Tesla deliveries expected to drop for 2nd year in a row
Copper prices surge to record highs as AI data centers fuel demand
Fun fact: International stocks outperformed U.S. stocks by the widest margin since 2009
Market update for Monday December 29, 2025
Interview with Jason Ware, CIO of Albion Financial
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In today’s episode:
Will AI power the Mag 7 to another banner year in 2026, or is market leadership about to change? Jason Ware, CIO of Albion Financial, explains why strong earnings and relentless AI investment continue to support stocks. Ware and Zaid unpack why tariffs didn’t derail the economy, whether investor concerns around AI-driven debt are overblown, and how Big Tech is thinking about capex. Plus, Ware gives his take on a potential Fed shakeup and the biggest open questions for markets in 2026.
Space is no longer just science fiction—it’s becoming the next battleground for tech, AI, and Wall Street. As SpaceX inches toward a potential IPO and government support accelerates the new space race, investors are piling into anything tied to orbit. In this weekend deep dive, we explore why space stocks are suddenly on fire and which companies could actually benefit as the industry scales. Will these stocks reach escape velocity, or come crashing back to Earth?
Market update for Friday December 26, 2025
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In today’s episode:
Market update for Wednesday December 24, 2025
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In today’s episode:
Market update for Tuesday December 23, 2025
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In this episode:
Market update for Monday December 22, 2025
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In this episode:
Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversation also dives into tariffs, affordability, and why cost-driven inflation hits households differently than demand-driven price spikes.
Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down how this family-owned medical-supply giant built a massive moat, why its CEO calls it the “Costco of Healthcare,” and the risks investors should be watching.
Market update for December 19, 2025.
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In this episode:
Economists question the quality of the inflation data
Nike beats earnings but warns of weaker sales and margin pressure
TikTok moves closer to a U.S. spinoff with Oracle-led investors
CoreWeave joining the federal government’s AI “Genesis” mission
Maybe the greatest fun fact in this show’s history
Market update for Thursday December 18, 2025
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In today’s episode we discuss:
Oracle’s data center financing concerns
A cooler-than-expected CPI report
Netflix’s push into podcasts as YouTube lands the Oscars
Activist investor Elliott’s $1B stake in Lululemon
Micron surging on strong memory demand
Instacart drops on FTC scrutiny over dynamic pricing
Netflix bringing FIFA video game and big-money trivia
Market update for Wednesday, December 17, 2025.
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In today’s episode:
Warner Bros. rejects Paramount bid
OpenAI in talks with Amazon for $10B investment
DBV shares soar on peanut allergy drug trial win
Lennar shares fall on housing profit miss
Waymo hits $100 billion valuation
Market update for Tuesday, December 16, 2025
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In today’s episode:
Market update for December 16, 2025
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Check out our weekend episodes:
Deep Dive: Oracle’s Big Gamble on AI
Interview: Space Reporter Eric Berger about SpaceX IPO
In today’s episode:
Investors rotate out of big tech and into small caps
Netflix lays out its case for acquiring Warner Bros amid antitrust scrutiny
SpaceX begins interviewing banks for a possible IPO in 2026
Micron jumps after Mizuho raises its price target to $300
iRobot files for Chapter 11 bankruptcy
A look at the $4.5T merger-and-acquisition boom in 2025
Eric Berger, senior space editor at Ars Technica and author of Liftoff, joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berger unpacks Elon Musk’s long resistance to public markets, how Starlink transformed SpaceX from a launch company into a revenue machine, and why the AI arms race is pulling SpaceX into an entirely new business: data centers in space.
Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt.
In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog.
We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage, customer concentration, and brutal cloud competition.
Is Oracle building the future of AI, or becoming the poster child of the next bubble?
Stock market update for December 12, 2025.
Market update for December 11, 2025
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Today we break down:
Fed cuts rates by 25 bps
Oracle misses the mark on sales expectations
Disney signs a $1B deal with OpenAI
Eli Lilly sees trial success with new weight-loss drug
Market update for December 10, 2025
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Today we break down:
What to expect from the Fed meeting and Powell’s press conference
Oracle’s high-stakes earnings as debt worries pile up
DeepSeek reportedly uses smuggled Nvidia chips to train its next model
OpenAI bringing Photoshop into ChatGPT plus a new CRO
The day’s biggest movers: silver’s record run and GameStop’s earnings slide