The Daily Business & Finance Show

The Daily Business and Finance Show - Tuesday, 3 November 2026

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Today's headlines:

• Palantir stock slides amid slowdown in U.S. commercial bookings
• Ackman's Pershing Square says Wall Street estimates penalize hyperscalers for AI spending
• Tech momentum gauge falls further than in dot-com bust as market leaders stumble
• State Street CEO: 'Hard to see' AI as a bubble
• Carl Icahn’s CVR Energy reportedly nears $4B deal to acquire Marathon refineries
• Nasdaq 100 slips into correction as QQQ tests 200-day moving average
• Stock futures mixed as voters head to polls for midterm elections
• Nvidia tells cloud clients to sell at least 51% of services to non-Chinese firms - FT
• Oracle prices $20B stock and bond offering amid AI expansion, sets share sale at $116

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The Daily Business and Finance Show - Monday, 2 November 2026

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Today's headlines:

• Odds of Democrats sweeping midterms hit 70%
• Morgan Stanley's Wilson sees 9% S&P 500 drop before rally to 8,000
• S&P 500 earnings growth to slow as AI spending loses momentum, Goldman Sachs says
• Elon Musk sees orbital AI surpassing data centers as Colossus leads
• Trump rolls out $15B in farm relief package ahead of midterms
• S&P cuts Meta outlook to negative over elevated capex and cash flow risks
• Bangladesh garment factories said to reopen amid wage protests
• Biggest stock movers Monday: KOS, INO, and more
• Check Point Software Technologies Non-GAAP EPS of $2.49 in-line, revenue of $669.8M misses by $2.34M

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Wednesday, 28 October 2026

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Today's headlines:

• SpaceX added to BofA's 'US 1' list of top stock picks
• Seagate Technology tumbles even as Q1 results, guidance top estimates
• OpenAI plans to purchase Google’s AI chips, reports say
• Visa raises dividend by 16.4% to $0.78
• Amazon tells software engineers to avoid ‘tokenmaxxing’ AI use
• SK hynix GAAP EPS of KRW54454.00, revenue of KRW104.6B
• Trump administration discussing Russian deals with U.S. oil firms in Ukraine peace talks - FT
• SoFi projects $6.4B 2027 adjusted net revenue and $0.90 adjusted EPS while raising 2026 outlook
• SA analyst upgrades/downgrades: GOOG, MSFT, NBIS, MU

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Tuesday, 27 October 2026

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Today's headlines:

• Earnings Snapshot: Celestica Q3 revenue surges 83% YoY; issues strong FY26, FY27 guidance
• CrowdStrike, Datadog, Microsoft among winners as open-weight model usage rises: MS
• Eli Lilly defeats Novo Nordisk attempt to halt weight-loss drug ads
• Whirlpool slides after posting its 11th revenue decline in the last 12 quarters
• DoorDash drops on report it's in talks to purchase Instacart for $17B (update)
• Bending Spoons proposes $1.5B senior secured notes offering due 2032
• Funds holding a slice of Anthropic are drawing inflows. SpaceX déjà vu?
• Stock futures mixed ahead of Fed decision, tech earnings
• CoreWeave expands AI computing capacity in Denmark; adds network locations across Asia Pacific, Middle East

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Monday, 26 October 2026

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Today's headlines:

• Republican lawmakers challenge Musk over Starlink restrictions in Ukraine
• Musk warns of AI lending crunch after SpaceX closes $40B GPU financing
• U.S. executives quit Alaska gas venture over alleged Russian funding: WSJ
• Anthropic’s Claude bypasses paywall to access Georgia voter data without authorization
• Brazil election upset rattles markets as Lula clings to power
• SK Hynix is said to plan $12B special dividend from Kioxia investment
• Earnings Week Ahead: MSFT, GOOGL, AMZN, XOM, BA, VZ, and more
• Starlink partners with EasyJet for inflight Wi-Fi

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Friday, 23 October 2026

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Today's headlines:

• Midwest pump prices surge after disruption at Exxon's Illinois refinery
• Bloom Energy forecasts $4.4B-$4.6B 2026 revenue while raising non-GAAP EPS outlook to $3.10-$3.40
• Phillip double-upgrades SpaceX to Buy, triples price target to $250 on AI upside
• SpaceX reportedly targets 80K cell sites for wireless network; AT&T, Verizon, T-Mobile drop
• SpaceX says Tesla merger needs Musk’s approval, discloses megapack purchases
• Ttm forecasts 2027 net sales of $6.5B-$6.75B as it plans $400M added N+M capacity expansion
• AM Markets Need to Know: AI shorts gain $6B, chip stocks test support, and more
• LianLian Global taps PayPal, Venmo to streamline cross-border seller payouts

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Thursday, 22 October 2026

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Today's headlines:

• CoreWeave bankruptcy odds plunge on back of blowout SpaceX earnings
• Meta approves Class C share structure, strikes deal to retain CEO Zuckerberg in California
• Tesla-SpaceX merger proposal sparks stock dip despite ARK’s long-term growth forecast
• Stock index futures fall as Iran tensions weigh on sentiment
• AM Markets Need to Know: Meta plans share issuance, Anthropic IPO, and more
• GeoPark prices $550M senior notes offering due 2033
• QuantumScape reports narrower Q3 loss, plans 100-MWh battery production line
• Rithm Capital declares $0.36 dividend

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Wednesday, 21 October 2026

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Today's headlines:

• Trump calls for U.S. data centers to supply their own electricity
• Tom Lee sees AI dip as buying opportunity, cites Cisco’s 1990s rally
• Nvidia targets faster AI infrastructure rollouts with new DSX POD design
• BlackRock CEO warns data center delays could fuel inflation, threaten economic growth
• SpaceX signals $33B-$37B Q1 2027 revenue while targeting 2.5-3 GW compute by end of Q4
• U.S. Navy is said to halt purchases of Aevex drone boats
• Mips AB reports Q3 results
• SCHMID Group raises 2026 order intake outlook after Q3 bookings top €67M
• Elisa Oyj reports Q3 results

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Monday, 19 October 2026

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Today's headlines:

• Musk pledges to give SpaceX shares to 'every kid in America’
• Stock futures rebound as oil nears $110, AI earnings loom
• Goldman's defensive stocks with quality-growth characteristics
• Volkswagen plans global salary freeze through 2030 - report
• OFS Credit declares $0.05 dividend
• ASA Gold and Precious Metals declares $0.05 dividend
• Braemar Hotels & Resorts 5.5 % Cum Conv Pfd Registered Shs Series -B- declares $0.3438 dividend
• Braemar Hotels & Resorts 8.25 % Cum Pfd Registered Shs Series -D declares $0.5156 dividend

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Friday, 16 October 2026

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Today's headlines:

• SA Asks: Are neocloud stocks a buy after this week's sell-off?
• Today’s ‘stealth’ bear market is ‘one of the most significant opportunities’ – The Kobeissi Letter
• Tech titans Nvidia and Apple donate $25M to White House ballroom project: report
• Anthropic investors discuss $1.5T valuation, $500B below prior expectations - report
• Tesla shows off a flying Roadster that can drive upside down
• Florida and Texas are drowning in 'For Sale' signs, and Miami is deepest
• 3 things to look out for on Friday
• M&T Bank GAAP EPS of $5.04 beats by $0.11, revenue of $2.55B beats by $30M
• AI takes 83% of U.S. venture funding as Chamath questions revenue quality

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Thursday, 15 October 2026

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Today's headlines:

• Bank of America expects 2027 NII to rise 8% or more as it embeds $1.2B regulatory settlement costs
• TSMC revenue rises 41% as AI chip demand drives growth
• Apple joins Nvidia in $5T club with record close
• Rocket Lab shares tumble as Neutron rocket's 1st launch is delayed
• FTC subpoenas OpenAI, Anthropic over potential consumer protection violations: Axios
• Credit stress in AI trade deepens as Oracle, CoreWeave CDS spreads hit record levels
• Tesla is set to end the long wait for the next-gen Roadster
• AIR Global initiates $0.28 annual dividend and $100M buyback
• Energy’s 50% sprint ranks among the fastest since 1990

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Wednesday, 14 October 2026

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Today's headlines:

• Trump: 'Massive' oil, gas and mineral exploration set for Greenland
• Micron Technology adds to recent weakness, slips another 4%
• 30 U.S. stocks flashing Strong Buy ratings as earnings roll in
• Elon Musk praises Micron for ‘reasonable’ memory pricing
• Microsoft’s Azure chief seeks at least 20% cost cuts - report
• Johnson & Johnson leaning toward spinning out hips-and-knees business - WSJ
• Qudian GAAP EPADS of $0.39, revenue of $1.18M
• GSK plans more than 1,200 job cuts in Belgium

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Tuesday, 13 October 2026

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Today's headlines:

• Micron authorizes record $35.16B share buyback program starting Dec. 9
• Google holds big lead over Anthropic, Meta, OpenAI in race for best October AI model
• BofA analysts see gold unable to hold above $4,000 over next three months
• Character.ai files Chapter 11; Disney steps in as stalking horse bidder
• FERC rejects most of PJM's temporary curtailment plan to manage data centers
• SA analyst upgrades/downgrades: MU, AMD, AMZN, RIVN
• Chip selloff deepens amid AI trade fears, rising Chinese competition
• Cathie Wood warns of ‘vicious’ memory chip cycles as China adds capacity
• PepsiCo cuts Poppi payout estimate to $12M amid U.S. soda sales slump

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Monday, 12 October 2026

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Today's headlines:

• Are markets open on Columbus/Indigenous Peoples' Day?
• Musk says he wants to accelerate chip-design process via custom equipment
• Trump fails to reverse slide in popularity as voters sour on economy, FT poll shows
• Michael Burry adds BYD shares after calling automaker a potential low-cost leader
• Cyberleek memecoin jumps as GTA 6 leaker taunts Take-Two over $30M
• Amazon in talks to acquire AI startup Decart for $7B: WSJ
• Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears
• Volkswagen sees sharpest delivery decline in four years; China volumes tumble almost 39%
• Biggest stock movers Monday: CCC, BIIB, and more

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Friday, 9 October 2026

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Today's headlines:

• India pushes back after U.S. bars Microsoft, Indian firms from Visa program
• Oracle, Microsoft shares decline as OpenAI's ARR is called into question
• Apple cuts iPhone 18 Pro component orders by ~15% on chip costs: report
• AM Markets Need to Know: Apple cuts iPhone orders, SpaceX targets spectrum deal, and more
• LITE, COHR, AAOI surge as Lumentum CEO says AI parts sold out through early 2029
• Taylor Farms to halt iceberg lettuce from Mexico during cyclospora season
• Nasdaq CEO: Tokenization could unlock tens of billions in trapped capital
• Trump bought up to $5M SpaceX bonds two days before signing U.S. space policy
• Biggest stock movers Friday: HUM, SPCX, and more

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Tuesday, 6 October 2026

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Today's headlines:

• Measles outbreak: New York declares disaster emergency as cases rise
• Burry flags six stocks as likely tax-loss sale candidates
• Ray Dalio flags China and Japan pulling back from U.S. debt - report
• 3 things to look out for on Tuesday
• Wall Street profits could exceed $90B if rest of the year tracks, NY state comptroller says
• Meta, Microsoft scale back employee use of Claude: report
• Michael Burry says stock market is in “denial” like 2000, 2008
• China's Moonshot AI targets Q1 2027 IPO at $50B valuation - report
• Yemeni forces say they secured Red Sea waterway; Houthis target Saudi airports

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Monday, 5 October 2026

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Today's headlines:

• Iran says Strait of Hormuz will stay closed until U.S. meets 7 conditions
• OpenAI’s Altman draws regulatory divide with Anthropic over AI risks: Politico
• SpaceXAI to be rebranded as SpaceXSI, Elon Musk says
• Earnings week ahead: PEP, DAL, STZ, TLRY, LEVI, and more
• OpenAI's Sam Altman calls Cerebras 'close partner' in speed, boosting chipmaker's stock
• Stock index futures lower as Treasury yields retreat
• Firmus Technologies to reserve half of $5.5B IPO for existing backers, AFR reports
• German robotics startup RobCo hits $1B valuation: WSJ
• Biggest stock movers Monday: PTC, QCOM, and more

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Friday, 2 October 2026

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Today's headlines:

• Michael Burry likens Nvidia's AI boom to 1960s computer leasing bubble
• Nike takes the Caitlin Clark Effect global
• Gold prices at risk of sliding below $4,000 in Q4, BofA warns
• SA Asks: Is IBM a buy, hold or sell right now?
• Broadcom gathers $60B financing package to fund AI chips for Anthropic: report
• Anthropic plans to go public before Thanksgiving: report
• William Blair refreshes its analyst conviction list
• United Airlines targets top Delta and American flyers with aggressive status-match push
• Eurozone annual inflation accelerates to 3.8% in September, topping expectations

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Thursday, 1 October 2026

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Today's headlines:

• Micron rises as Q4 results, guidance top estimates
• Regeneron drug said to cut muscle loss when combined with Novo's semaglutide
• Google reportedly faces internal doubts over Gemini 4 performance
• 3 things to look out for on Thursday
• House Democrats seek investigation into taxpayer-funded Trump ads
• AM Need to Know: Micron beats estimates, Amazon expands nuclear deal & more
• Stock futures mixed as October begins, Micron reports strong earnings
• China's Tencent taps Oracle for 100,000 AI chips in $7B lease deal - report

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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The Daily Business and Finance Show - Wednesday, 30 September 2026

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Today's headlines:

• Anthropic agrees to pay SpaceX nearly double prior estimates for compute: report
• DEA marijuana rescheduling hearing halted over GAO report
• Burry says markets 'should tank hard' to prevent OpenAI, Anthropic IPOs
• Anthropic IPO reveals AI lab's dependence on small group of partners: report
• Capricor jumps as study shows longer-term effects of deramiocel
• Cal-Maine Foods GAAP EPS of -$1.26 misses by $0.49, revenue of $539.6M misses by $21.96M
• House Dem questions Big Tech over secret AI data center NDAs: WSJ
• GameStop CEO Ryan Cohen buys $10.6M in company stock

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This podcast provides information only and should not be construed as financial or business advice.

This podcast is produced by Klassic Studios

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