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Nvidia Fallout, Anthropic’s IPO & SHARPIES!

10 de noviembre de 2026 · 22 min

Notas del episodio

Episode 310: Today, John and Emily discuss AI’s growing PR problem… as a lawsuit hits Nvidia and Anthropic lowers its IPO valuation. Plus, could CoreWeave’s earnings add fuel to the fire? Then, we unpack October’s hotter-than-expected inflation report and what it means for the Fed’s next move. Also: can Newell Brands, the company behind Sharpie and Yankee Candle, pull off a turnaround? We delve into the numbers. Finally, we round up market headlines, including earnings from Take-Two Interactive and On Holding, Anthropic’s threat to Microsoft, and Frontier Airlines’ push into premium.


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