Show notes
What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then early SpaceX and xAI investor Peter Diamandis on Elon Musk’s lawsuit against OpenAI. Plus, how to value a SpaceX IPO. And the CEO of Teva Pharma after reporting an earnings beat and announcing its first acquisition in a decade.

