HeyJaredStonkcast
Welcome to Stonkcast — your go-to podcast for breaking down stocks, crypto, and market trends. Whether you're just getting started or deep into the charts, we make finance simple, fun, and actionable.From meme stocks to macro moves, Brandon brings clarity to the chaos —…
- Indexed episodes, last 90 days
- 26
- Latest publication
- Sep 13, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Anthropic's Amodei Told AI to Slow Down — Altman Agreed | My Line for Wednesday (opens the original)
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Dario Amodei called for AI development to slow down, and Sam Altman agreed within hours. Then the Fed. August core CPI came in at 0.3% against 0.2% expected, and traders now put better than 85% odds on a rate hike when the FOMC decides Wednesday at 2:00 PM ET — the first move out of the 3.50%–3.75% range since December. I give you my line for Wednesday: the one thing in the statement that flips how I'm positioned, and what I do if it isn't there. Also: oil back near $100 after the Saudi pipeline
Apple's $2,000 Foldable, New CEO's First Test | What To Watch Instead (opens the original)
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Apple just launched its first foldable iPhone — the $2,000 Duo — under brand-new CEO John Ternus. The iPhone Duo folds out to a tablet-sized screen, starts around $2,000 and tops out at $3,199 — Apple's biggest iPhone change in nearly 20 years, and the first product launched under John Ternus, who took over from Tim Cook on September 1. Apple placed that bet into an AI-driven memory chip shortage pushing prices up across the whole lineup. That same AI boom handed Intel its best day in months — u
Is the AI Trade a Bubble? Steven Fiorillo Makes the Case (opens the original)
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Everyone's calling the AI buildout a bubble. Steven Fiorillo went through the bear case number by number — and joins Stonkcast to make the other side. We get into the AI trade: is the demand real or is it two customers spending venture money? Steven brings the data, I ask the questions— including where the bears have a fair point. Then rates and the Fed with the 10-year near 4.8%, and some football to close out opening weekend. Steven Fiorillo is a top-25 TipRanks analyst and co-hosts Basis Poin
Pelosi Bought Bloom Before S&P 500 Did | Where I'd Start | Market Prep Sunday (opens the original)
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The Pelosi household bought Bloom Energy in July, and on Friday the S&P 500 added it. That purchase sat in the same filing as the Intel buy I covered last week — and Intel is a Bloom data center customer. One thesis, expressed twice. The argument runs like this: everyone spent 2026 calling AI a chip trade, but data centers are waiting years for grid connections, and Bloom's fuel cells deliver on-site power without the wait. Second-quarter revenue hit a record $1.07 billion, up 166 percent, with
GoPro's Best Week Ever: The $285M Deal | The Real Math (opens the original)
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GoPro just posted its best week ever — the camera maker is merging into an AI and defense play. The stock jumped 105% in five days after GoPro agreed to merge with Starman Optical, a U.S. optical-transceiver maker tied to AI infrastructure. Shareholders get $285 million in cash — about $1.14 a share — plus roughly 10% of the combined company, and the deal clears around $92 million in debt. YouTuber Markiplier's 8.5% stake helped set it off. We run the real math on what those shares are actually
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