Apple Just Declared War On OpenAI
Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s leveraged ETF problem. Finally, Ed gives an update on Trump’s latest Strait of Hormuz strategy.
Al…
Fake polls, Robinhood, and Hollywood | Suzy Weiss
Alex Keeney and Brian Golden break down the return of fake polling as a prediction market risk, Florida election markets around Byron Donalds, James Fishback, and Cory Mills, and what traders should watch as political markets become more vulnerable to manipulation.
Then Luke Kawa joins to discuss …
Big Oil's Raining Free Cash Flow | Gold Near Getting Flows | Where Did Homebuyers Go? | Midterm Year Seasonality | Nvidia Earnings
Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about Big Oil posting its best free cash flow quarter ever, $70 billion across the top five majors, without the war-driven price spike that powered the last record. Plus, gold pushing back higher as ETF flows return, the Citi …
Wall Street Veteran: The best opportunities in the stock market right now
Luke Kawa is a veteran financial writer and analyst, and the markets editor at Sherwood Media. He joins Phil Rosen on Full Signal to unpack whether the Magnificent 7 can lead again, why Apple has become the group's defensive hedge, the great de-rating in chip stocks, and where we actually are in th…
Everything in Markets Is Now Moving Incredibly Fast
The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many individual stocks are doing badly. Rates are rising, but the economy is still robust. There's capex spending and the AI trade. There's the war in Ir…
What's at stake ahead of Anthropic's IPO, midterm elections, and the US–China AI race
In this episode of Market Hang, Dan DeFrancesco and his panel of experts weigh in on whether China is catching up to the US in the AI race, what's on the line for markets and investors ahead of the midterm elections, and more.Today's panel includes Futurum chief market strategist Shay Boloor, autho…
Apple Just Declared War On OpenAI
Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s leveraged ETF problem. Finally, Ed gives an update on Trump’s latest Strait of Hormuz strategy. Al…
Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens
Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, founding partner of Puck News, joins the show to assess the first-round bids for Warner Bros. Discovery, which are due this week. And finally, Ed digs i…
Tesla Profits Plunge 37% Despite Record Sales — Here’s Why
Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood News, returns to the show to unpack how Beyond Meat joined the meme stock craze. Check out our lat…
Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan
Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t…
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