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Someone at OpenAI leaked that it is missing targets, but they didn't leak the numbers. That's either a red flag or a setup. Malcolm Ethridge and Ricky Mulvey discuss:

The OpenAI leak: why leak a miss without leaking the actual numbers?

Meta deception, the magic trick concept that might explain how big companies manage investor expectations

Big tech earnings: Meta's ad machine is working, and Malcolm explains why Amazon's chip business may be the most underrated AI story

Starbucks vs. the K-shaped economy: what delivery orders and $6 California gas tell us about where the real cracks are showing.

Why the stock market keeps shrugging off the Iran War.

Micron skepticism: listener question on a stock up almost 6x in 12 months that still looks cheap on paper

Tim Cook's legacy and the three problems for new CEO John Ternus.

We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast.

Hosts: Malcolm Ethridge, Ricky Mulvey

Engineer: Tim Sparks

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