This week, the "sure bets" of the last decade are officially hitting a wall. We kick off with the Monday Meltdown, analyzing how IBM lost $31 billion in market value in a single day after Anthropic’s "Claude Code" threatened to dismantle the high-priced COBOL consulting that has protected IBM for 60 years. Is legacy tech finally facing its "extinction level event"?

Then, we dive into the crackdown on prediction markets, where the "Wild West" era of insider trading is ending. From Kalshi banning MrBeast editors and political candidates to high-stakes arrests in Israel over military info leaks, the message is clear: the market isn't a digital casino anymore.

The Great Engagement Recession: Why 72% of gamers are stuck in "Forever Games" like Fortnite, leaving new $80 AAA titles to die in a black hole of attention.

The Billion-Dollar Handshake: Netflix walks away from Warner Bros. Discovery, clearing the path for David Ellison to create "Para-Warner," the largest (and most debt-heavy) media behemoth in history.

The $1.2 Trillion Question: We break down the AI Credit Crunch and why "circular funding" has banks sweating over a mountain of potentially toxic tech debt.

Breaking News: As conflict erupts between the U.S., Israel, and Iran, we look at the immediate impact coming to your wallet—from $100-a-barrel oil to the shipping disruptions that could reignite global inflation.

Feb 23 - 28, 2026

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.