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President Trump signs peace deal with world leaders in Egypt — 10/13/2025

Oracle CEO Sicilia: 'Our ability to attract capital, should we need it, will be strong'

Oracle CEO Magouyrk: ‘Of course’ OpenAI can pay $60 billion per year

Oaktree's Howard Marks says AI frenzy isn't a bubble — at least not yet

Wharton's Siegel: It is 'scandalous' that U.S. doesn't have a rare earths strategic reserve

Apollo's Torsten Slok: The biggest underappreciated risk is that we’re not done fighting inflation

Oaktree Capital's Howard Marks: Valuations right now are high, but not crazy

The podcast discusses current market valuations, particularly concerning AI and technology stocks. Howard Marks acknowledges high valuations and enthusiasm for AI but states he doesn't detect the "mania" characteristic of a bubble, differentiating it from the dot-com era. He explores the concept of "value investing," d...

Broadcom's chip president says mystery $10 billion customer isn't OpenAI

Trump to Israeli parliament: 'This is the historic dawn of a new Middle East'

OpenAI co-founder: There is a whole industry that still needs to be created to power AI revolution

Opening Bell: October 13, 2025

China vows countermeasures against new tariff threat in statement

OpenAI and Broadcom announce multi-year partnership to develop custom chips

Former Intel CEO Pat Gelsinger: 'Of course' we're in an AI bubble

Expect one more move higher in the S&P into year-end, says Strategas' Chris Verrone

Airbus North America CEO: New Mobile assembly line allows us to double our A320 production over time

Smith: China will determine what happens next with AI and quantum computing

U.S.-China tensions spotlight critical minerals as markets weigh long term risk

There's always going to be a double standard when it comes to Israel, says Amos Hochstein

Amrita Sen: China’s stockpiling has kept the physical oil market very tight