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The latest disclosure from the U.S. Department of Justice’s investigation of Jeffrey Epstein is threatening the U.K. ruling government.
New documents have led Peter Mandelson, a former ambassador to the U.S., to resign from Britain’s House of Lords and from the Labour Party.
The fallout has already claimed two key staff members close to Prime Minister Keir Starmer, and some in his own party are calling for him to step down too.
Edward Luce, chief U.S. commentator for the Financial Times, helps explain the scandal – and why the reaction in the U.K. differs from the U.S.
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This episode was produced by Jordan-Marie Smith and Connor Donevan, with audio engineering by Hannah Gluvna. It was edited by Patrick Jarenwattananon and Michael Levitt. Our executive producer is Sami Yenigun.
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What's the difference between an assassination and a garden-variety murder? Where does the term 'assassin' actually come from, and how did an obscure sect founded almost one thousand years ago fundamentally change the course of history as we know it? Tune in for the answers to these questions and more in the first part of this special two-part series.
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Plus: Kroger shares rise after announcing a new CEO. And Nexstar stock jumps after President Trump announced a potential tie-up with Tegna. Katherine Sullivan hosts.
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An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor.
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Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Beyers to talk through the numbers and name two that may be at risk.
Jason Hall, Travis Hoium, and Tim Beyers discuss:
- Fallout from quarterly reports from Kyndryl (KD) and monday..com (MNDY) and what may be next for both.
- Why the capex spending won't slow anytime soon.
- Whether the debt-fueled growth at CoreWeave (CRWV) and Oracle (ORCL) is sustainable over the long term.
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: KD, MNDY, GOOG, AMZN, CRWV, ORCL
Host: Tim Beyers
Guests: Jason Hall, Travis Hoium
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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There’s a new social media platform for AI agents, but things are getting weird. It’s called Moltbook, and agents use it to apparently talk about things like coding and dating profiles, but also about overthrowing their human overlords and forming their own lobster religion. Initially, Moltbook shocked even some of the most experienced AI researchers, but how much of that is just humans messing around? WSJ’s Angel Au Yeung explains what’s actually happening on the site and how it came to be. Ryan Knuston hosts.
Further Listening:
Vibe Coding Could Change Everything
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Trump of course hated Bad Bunny's halftime performance, but even he wasn't running the Turning Point alternative at Mar-a-Lago. And a couple of Olympic skiers expressing disapproval of ICE or calling for love and respect for immigrants and their fellow Americans sent MAGA into hyperdrive—with calls for the athletes to be denaturalized and deported. Meanwhile, Kash Patel stopped an investigation into the killing of Renee Good because it could make Trump look bad, and this is the week for Dems to stay on offense over the DHS funding bill. Plus, Jon Ossoff hit the right notes in a key speech in Georgia, the National Review is reporting on Trump's corruption, Lutnick did George Costanza-grade lying over his business ties to Epstein, and no, Tim is not running for Senate.
Bill Kristol joins Tim Miller.
show notes