Telltales Weekend Update (Pilot W2616)
About this episode
The episode discusses the week's financial news and earnings reports, focusing on key companies in the tech and healthcare sectors.
OPENING DISCLAIMER — 0:00 AVA: The following conversation is intended for informational purposes only. You should always do your own work to determine if an investment is suitable for you. COLD OPEN — 0:15 AVA: You’re listening to the Telltales Weekend Update. I’m Ava Cabot. MARCUS: And I’m Marcus Graham. Every Saturday we walk through what happened this week — and what’s coming next week — across the eighty-nine companies in the Cash Flow Memo. No filler. AVA: Quick note before we start. This is a pilot episode, so we want your feedback — what works, what doesn’t, what you want more of. The show is produced entirely with AI tools, and both voices you’re hearing are AI-generated. We welcome your feedback. AVA: On Wednesday, Mike, Jason, and Hunt spent most of episode twenty-six-sixteen on Hormuz, the deficit math, and the dominant-company debate — Lilly, Nvidia, Microsoft. Today we pick up downstream of that conversation, with the first big week of earnings season behind us. The AI build kept accelerating. A streaming founder stepped off his own board. And one of the cheapest stocks in the healthcare book heads into a print that could re-rate the whole managed-care complex. THEME…
People in this episode
Hosts: Ava Cabot, Marcus Graham, Mike, Jason
Topics covered
- earnings season
- AI technology
- investment analysis
- cash flow
- stock market
Keywords
- earnings
- AI
- investing
- stocks
- cash flow
Mentioned in this episode
Organizations: Taiwan Semi, ASML, Intel, Lilly, Nvidia, Microsoft
More episodes of Telltales
- Weekend Update — W2617
- Could Apple Be the Next Intel? (e2617)
- Is Microsoft the Next Intel — or the OS for AI Agents? (e2616)
- From Bankruptcy to $100B FCF (e2615)
- Apple at 50, Oil at a Crossroads (e2614)
- From Oil Risk Premiums to Cancer Vaccines (e2613)
Explore listener stats, chart rankings, contacts and more on the Telltales podcast page.