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Elon Musk's SpaceX-xAI merger could be the biggest in history, but where does that leave Tesla? Disney names Josh D'Amaro as CEO Bob Iger's successor. Plus, Walmart joins the $1 trillion club. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Donald Trump selects Kevin Warsh as the next Fed chair, leaving investors to wonder which Warsh will show up: the hawk or the dove? Plus, Senator Elizabeth Warren joins us after urging Republicans to not move forward with Warsh's nomination until the DOJ ends its inquiry into Jay Powell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Microsoft play catchup in the AI race? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why there could be more pain ahead for the dollar. Economist Claudia Sahm says the Fed is in wait-and-see mode as both downside employment risk and inflation cool. Plus, will this earnings season separate the wheat from the chaff when it comes to the Mag 7? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is OpenAI's hiring slowdown a canary in the tech jobs coalmine? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to pivot on spending.  Plus, how the recent events in Minneapolis could result in a government shutdown. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends shares tumbling. Plus, millions of Americans brace for a massive winter storm. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Memory chips are in a super-cycle while the Mag 7 slows down. Will the AI race hit a wall or keep competitors cutthroat? Plus, Lowes's' new strategy to win over Gen Z shoppers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump reiterates his pursuit for Greenland, but rules out using military force.  Justice Kavanaugh advocates for Fed independence as the justices question the legality of Fed Governor Lisa Cook's firing.  Plus, what the new housing investor ban means for real estate prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? Plus, how Europe could respond to Trump's tariff threats Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Reserve chair. A new provision of the Billionaire Tax could penalize tech founders. Plus, the White House's push for tech giants to fund new power plants. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

JPMorgan’s Chief US Economist makes the case for the Fed to hold interest rates steady in 2026. With oil prices climbing amid Iran tensions, Citi calls this crude’s “show me moment.” Plus, why real estate is shifting from “frozen to functional,” according to ‘Owning Manhattan’’s Ryan Serhant.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas.  Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.