About this episode
Nvidia announced an $80 billion stock buyback and forecast a trillion dollars in AI chip sales — and markets shrugged. SpaceX filed for what could be the biggest IPO in history, promising Mars colonies and orbital data centers. Plus, bond markets finally price in the Iran war's inflation hit, with one analyst telling Reuters that U.S. Treasury yields now feel "unanchored."
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Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi
Sound engineering and music by Sebastian and Josh Sommer
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