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theCUBE Podcast

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Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.
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Fantasy football done better. Laquan Jones and Matt Okada give you insights and analysis along with a lot of fun to get you ready to dominate your fantasy football leagues. FTN provides unique angles on the game and gives you the strategies and intel that will immediately up your game. You've tried the rest. Now try the best fantasy football podcast.
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Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.
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(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more Thanks to our partners for making this happen! IREN: https://iren.com OKX: https://okx.com Google Cloud: …
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The S&P 500 closing at a fresh record high, as commodities come along for the ride. If the metal moves in Gold, Silver, and Copper can keep rocking into the new year, and how this morning’s strong GDP report will impact the Fed’s next rate decision. Plus Shares of Novo Nordisk on the move as the pharma company’s weight loss pill gets approved by th…
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Another chapter in the battle for Warner Brothers Discovery, as Larry Ellison steps in to back Paramount Skydance’s offer. How the father & son combo could help seal a deal, and where the development puts Netflix. Plus the financial sector just underperforming the broader market this year, but could 2026 see a bank breakout? Why one bank researcher…
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(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, BLS data, interest rates (23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates (…
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Follow and subscribe to https://www.youtube.com/@PeoplesCoreVisit UATE.net for the plan and send an email to [email protected] if you want to join the People's Core and join the leadership for the plan.This is our first episode which deviates from the usual geopolitical analysis and instead is dedicated to answering the question: what's the pla…
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(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthr…
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Just a few trading days left in 2025, and there’s an AI battle royale brewing between hardware and hyperscalers. The moves in Micron, Nvidia, and Oracle as Mag-7 hyperscalers largely sit out of today’s rally. Plus A TikTok spinoff deal, and an $11B weapons package to Taiwan. All the headlines swirling around U.S.-China relations, and how it can all…
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In this episode, we break down Okada’s Need to Know for Week 16, including why streamers can be league-winners, what to do with the Chargers’ 50-50 backfield, and why Zay Flowers could quietly swing semifinal matchups. We also dive into a bold take fantasy managers won’t want to hear — Ashton Jeanty may need to ride the bench this week.Plus, we tac…
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Nike and Fedex on the move after reporting results. The details from those quarters, and why today’s delayed CPI data isn’t calming one market forecaster's inflation worries. Plus Shares of Insmed taking a dive as the company discontinues development of a key drug after disappointing trial results. What it means for Insmed’s future, and what one he…
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Shares of Oracle take a hit as Blue Owl reportedly won’t back the company’s $10B data center in Michigan. What it means for the stock as it hits levels not seen since mid-June, and how it’s impacting the broader AI trade. Plus Volatility spiking as stocks sell off. What the uptick in stock swings mean for markets heading into year end, and how you …
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Hello and welcome to Colonial Outcasts, the anti Imperialist Podcast that all the Blue MAGA DNC bootlicking reactionary CHUDS in my comments section lambasting me for critiquing Jasmine Crockett and connecting the Palestine issue to why you will never be able to afford a home here in the US, will absolutely hate. We have a helluva of an expansive e…
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Crude continuing its crumble as WTI dips below $55 a barrel. The next move for the energy sector as it struggles to see any gains this year. Plus Why Jefferies’ David Zervos still sees a goldilocks scenario in play for the market as we head into year end. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform…
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Shares of Ford on the move after the automaker announced a $19.5b write off of its electric vehicle business. What the company is focusing on now, instead. Plus Terns Pharmaceuticals announced positive results for its new cancer drug last week. The CEO joins to lay out next steps for the company. Fast Money Disclaimer Hosted by Simplecast, an AdsWi…
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(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follo…
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Shares of Broadcom and Oracle suffer from “AI Angst” to end the week, taking a bite out of tech stocks and the broader market. Plus news President Trump will soon reclassify marijuana as a much less-regulated Schedule III drug sending shares of pot stocks sharply higher. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswiz…
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It’s Week 15, the fantasy playoffs are here, and we are officially marked safe from the losers’ bracket! In this episode, we break down everything you need to know to survive another week of lineup chaos.Okada kicks it off with the Need-to-Know for Week 15—including whether Blake Corum has quietly become a problem, why Baker Mayfield and the Buccan…
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In our last Fast Money Live event of the year, the traders dig into Broadcom and Lululemon earnings, as well as Disney’s deal with Open AI. Plus, we’re answering our biggest fans’ most burning investing questions, and bringing you a couple holiday surprises! Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inf…
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The Federal Reserve cutting rates by a quarter point, as expected, at its last meeting of the year, and stocks rose on the news, with the S&P finishing the day just shy of a record. Meanwhile Oracle shares were dropping after its latest earnings report. The traders dive into all the details from the call. Fast Money Disclaimer Hosted by Simplecast,…
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JPMorgan shares closed near their lows of the day after its consumer banking head said expenses would be 10% higher next year. The implications for the banking sector and the broader market. Plus Walmart shares are trading near a $1 trillion valuation. But one top technician says he’s still long the name. Fast Money Disclaimer Hosted by Simplecast,…
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Yields around the world are on the rise as global central banks weigh whether to cut rates before year-end. What this means for the markets, and whether there are more cuts to come. Plus a hostile bid from Paramount Skydance. But will Warner Bros. shareholders side with David Ellison’s company or Netflix. The future of the streaming landscape and t…
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(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinp…
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Shares of Oracle have lost nearly 40% since their last blowout earnings report three months ago. The traders weigh in on what they expect to hear when the company releases its latest results next week. Plus, should WBD shares have popped even higher than they did today? We find out why gains weren’t as strong as Netflix’s bid. Fast Money Disclaimer…
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On the latest theCUBE Pod, John Furrier and Dave Vellante unpack fresh signals from AWS re:Invent. They explore how AI infrastructure, semiconductors and cloud scale are redefining competitive advantage and setting the stage for candid conversations with the leaders shaping what comes next. New episodes every Friday. Subscribe for weekly tech analy…
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Chatter over President Trump’s next Fed Chair pick is heating up. The latest being heard from D.C., and the front runners likely to take over for Jerome Powell. Plus, just a few weeks left of trading this year, and 2026 could see another double digit gain in the S&P 500. What Morgan Stanley’s Mike Wilson sees in store for stocks, and the sectors he…
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It’s Ride-or-Die Week, and LaQuan Jones and Matt Okada are here to get you ready for the most crucial fantasy matchup of the season. In this Week 14 breakdown, we dive into everything you need to know before locking in your lineups — from unpredictable passing attacks to sneaky RB plays and must-make Start/Sit decisions.LaQuan and Okada cover:Why t…
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Could Crude Oil be the new Gold? How the commodities rough year could give way for a high energy trade, and replace the glittering gold rally. Plus Microsoft on the defensive, as the tech giant pushes back against reports its lowering AI sales growth goals. Why one top tech analyst is siding with the company, and what he sees in store for the broad…
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Go follow and support https://grubandgrace.com @GrubandGrace⁩ https://open.spotify.com/show/3Pia5gHP9NbxrJYow0ok0H?si=d2078211d4c84967 This is a collaborative repost of an episode I was invited on from an up-and-coming podcast channel that needs more viewership, especially in these times. Cross-sectionalism is pivotal in collective liberation and w…
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Apple closing at a record high, as the tech giant continues its recent outperformance over the broader market. But could Apple get left behind as the AI race speeds higher, or can the company keep up with its mega cap peers? Plus, What the Chartmaster Carter Worth sees in the energy sector’s technicals, the comments sending shares of Boeing soaring…
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Bitcoin feeling the Thanksgiving hangover as the crypto space sells off. The tokens leading the losses, and how the Bitcoin treasury companies are feeling the pain as well. Plus Why the AI tech rally can keep rocking in the new year. Where one top tech analyst sees the most opportunity, as investors digest the latest AI power partnership. Fast Mone…
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Okada’s Need to Know – Week 13: Turkey Was A$$ EditionThanksgiving’s over and so are some fantasy seasons. Week 13 is playoff life-or-death — here’s what you actually need to know:Justin Jefferson = cooked (out again, pivot to Addison) David Montgomery = officially unstartable vs. GBHot Topics: Devin Neal (NO) = the waiver RB1 you’re adding tonight…
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Around the country, a pervasive question being asked: How can I afford my prescription drugs? The high cost of those medications, particularly very expensive drugs to treat serious diseases like multiple sclerosis and cystic fibrosis, have fueled a nationwide business in which insurance programs are using companies called “alternative funding progr…
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(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10)…
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(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. …
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Stocks closing out the week with a big leg higher, as equities rebound after an Nvidia led sell-off on Thursday. The sectors gaining ground, and if the volatility will continue into a shortened holiday week. Plus Rounding up all the retail data and results that came in this week, the huge move in airlines, restaurants, and housing stocks, and where…
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In this Week 12 episode, LaQuan Jones and Matt Okada dive deep into the chaos of the fantasy season and ask the question every manager is facing right now: Who actually deserves to stay on your roster?Okada kicks things off with his Need-to-Know for Week 12, including why Zay Flowers is primed to pop down the stretch, and how Trevor Lawrence and J.…
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An early rally in stocks gave way to a rough sell-off on Wall Street. How Nvidia’s reversal, and a delayed jobs report gave way to a market meltdown, and how Walmart became a bright spot in the down day. Plus, Biotech more than doubling the performance of the broader market, as M&A action lights up the space. Where our next guest sees the most oppo…
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The overview of this two part series is structured thusly: We will start off with the oil Sector. Why it matters in terms on the control of global markets, pricing and as such how that attempt to weaken adversaries such as Russia, Iran and China. But also it is necessary for the American ruling class as it wants cheap access to oil, in order to kee…
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Nvidia on the move after reporting results. The numbers and details from their latest quarter, and what a top semi analyst sees in store for the chip giant. Plus Shoppers skipping the trips to Target. The disappointing numbers out of the retailers results, and the implications it could have ahead of the holiday season. Fast Money Disclaimer Hosted …
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Die for Capital! The overview of this two part series is structured thusly: We will start off with the oil Sector. Why it matters in terms on the control of global markets, pricing and as such how that attempt to weaken adversaries such as Russia, Iran and China. But also it is necessary for the American ruling class as it wants cheap access to oil…
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Amazon and Microsoft getting hit on lingering concerns over AI’s sky-high valuation. What analysts are flagging about the buildout, and what it all means ahead of Nvidia’s earnings report tomorrow. Plus Why one analyst says the weakness in health care stocks is a major buying opportunity, the sports betting drama between Draftkings, Fanduel, and th…
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Shares of Nvidia down nearly 10% in November as the semi giant gears up to report results on Wednesday. How our traders are positioning ahead of that report, and what Jim Cramer sees in store for the AI darling heading into year end. Plus Could Tesla be about to charge higher? Shares nearly flat on the year, but one wall street firm is plugging int…
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Stocks stage a comeback after waking up on the wrong side of the bed this morning. How the S&P 500, Nasdaq, crypto, and momentum stocks bounced off their bottoms of the day, and what it means for the market setup next week. Plus The latest M&A action on the horizon in the pharma space. What one top analyst sees in store for the sector, and the name…
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(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:1…
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As the Epstein/Trump scandal explodes in Washington and MAGA fractures in real time, the Always Sunny memes are back—and so are we. In this episode, we dig into the surreal media spin (yes, including Megyn Kelly calling 15-year-olds “barely legal”), the right-wing identity crisis, billionaire panic, and why the political realignment happening right…
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Markets selling off as concerns over the interest rate outlook take center stage. The missing data and housing market stats pushing stocks lower, and where the traders are finding safety in the storm. Plus Disney drops as the media giant prepares for a lengthy YoutubeTV battle, Bitcoin tumbles below $100K, and how Chinese hackers used AI to attack …
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Week 11 fantasy football trade targets: Buy AJ Brown after his “get rid of me” meltdown? Okada’s Buy/Sell/Hold + deadline deals to save your season! In this Week 11 fantasy football breakdown, we dive into the AJ Brown “If you have me in fantasy, get rid of me” controversy — is this the ultimate buy-low window or time to cut bait? We unpack Okada’s…
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Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap tech names, and where our traders see the AI trade heading next. Plus Lacing up ahead of the holidays, as On Holdings surges after reporting results. The momentum they’re seeing, and what one former re…
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