Sanghvi Podcast

Sanghvi Podcast

di KS

Apple crosses $5 trillion, Nvidia's Open Secure AI Alliance snubs OpenAI and Anthropic, and Trump huddles with Zelenskyy and Netanyahu as Mideast fighting flares

In today's episode: Apple briefly hit a $5 trillion market cap, a day after passing Nvidia as the world's most valuable public company, while the Dow closed at a fresh record above 52,700. Nvidia is reportedly finalizing a $250 billion financing guarantee for OpenAI's new Ohio data center and just launched the Open Secure AI Alliance with over 30 companies, notably without OpenAI or Anthropic. President Trump met separately with Ukrainian President Zelenskyy and Israeli PM Netanyahu today, as fresh fighting broke out in the Middle East and the administration pushes the Supreme Court on new mail-in voting rules ahead of the midterms. In sports, the Sydney Super Cup kicked off with Chelsea and Tottenham facing Australian sides, and Chiefs QB Patrick Mahomes was fully cleared for training camp. Plus, it's World Hepatitis Day, and new research links damaged fat cells to diabetes risk. Topics: Markets, AI, Politics, Sports, Health.

Oil tops $100 as the Iran war escalates, Alphabet doubles down on AI, and Fed rate-hike odds double overnight

Oil surged past $100 a barrel for the first time in two months as the Iran conflict entered its 13th consecutive night of U.S. strikes, sending the S&P 500 down 1.2% and the Nasdaq 100 down nearly 2% in their worst session in a month. Fed funds futures now price an 80%+ chance of a September rate hike, up from 52% a week ago. Alphabet raised its 2026 AI capex forecast to $195-205 billion even as tech stocks led the selloff, and confirmed its most ambitious Gemini 4 pre-training run yet. Plus: a full MLB slate, WNBA All-Star weekend, and a wildfire smoke air quality alert across parts of North America. Topics: Markets, AI, Politics, Sports, Health

Tesla and Alphabet crater the market, Houthi attacks send oil surging, and the White House accuses a rival AI lab of stealing Anthropic's tech

Today on the Sanghvi Morning Show: markets sold off hard as Tesla (-14%) and Alphabet (-7%) missed on earnings and oil spiked after Houthi rebels claimed attacks on Saudi tankers in the Red Sea. The White House accused Chinese AI lab Moonshot AI of illegally distilling Anthropic's Fable model to build its Kimi K3 system. Plus: escalating Mideast tensions and a possible U.S. strike on Iranian infrastructure, a $73B Pentagon funding bill in the House, the Orioles ending the Red Sox's 15-game win streak, and the WNBA's Indiana Fever routing the Connecticut Sun behind a huge night from Caitlin Clark, Kelsey Mitchell, and Aliyah Boston. Topics: Markets, AI, Politics, Sports, Health.

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