The Wire · News & listening
Headlines from the major business desks, tagged by what matters to a long-term owner: capital allocation, management, earnings, distress. Then the long-form shows that teach how great businesses are built.
The listening room
Fresh episodes from the shows value investors actually finish. Links open the publisher’s page. We don’t host or re-publish audio.
Lead · CNBC · 2h ago
Jensen Huang’s resignation as Nvidia CEO has brought renewed scrutiny to Commerce Secretary Howard Lutnick and his family's financial ties to the chipmaker.
Financial Times3h ago
Tech supporters lobby chipmaker’s board to reinstate former CEO after he resigned following affair with alleged Chinese spy
Financial Times4h ago
US Treasury secretary demands to know if chipmaker is complying with restrictions on exports to China
The New York Times7h ago
Jensen Huang was the driving force at Nvidia, with 60 direct reports and no clear succession plan. Tripp Mickle, one of our technology reporters, examines Mr. Huang’s central role in the company and the artificial intelligence industry.
The New York Times12h ago
The Nvidia chief executive’s resignation shocked people in his birthplace, where he is called “the people’s dad.”
CNBCNov 14
Eric Trump-backed robot startup Foundation Future Industries has run low on cash and missed payroll, as CEO Sankaet Pathak faces scrutiny over a $4.6 million company loan.
The New York TimesNov 13
The ousted Nvidia chief executive was the consummate dealmaker leading the trillion-dollar A.I. build out.
BBCNov 13
Huang abruptly quit on Thursday as head of one of the world's most valuable companies after revelations of alleged extramarital affairs.
CNBCNov 12
Scout Motors has roughly 212,000 reservations for its Terra pickup and Traveler SUV, CEO Scott Keogh told CNBC.
BBCNov 12
Chief financial officer Colette Kress in in charge of Nvidia for now, but several others are in the frame as potential successors.
CNBCNov 12
China's Ministry of State Security is getting attention after news of Nvidia CEO Jensen Huang's affair with an alleged MSS spy.
CNBCNov 10
Watchmaker Fossil said Tuesday that the company is returning to profit and sales growth in the first signs of its turnaround strategy.
CNBCNov 10
Rivian CEO RJ Scaringe says 2027 will be an “inflection year” as the EV maker scales R2 and invests in autonomy.
CNBCNov 9
The quarterly results are the first since Lucid CEO Silvio Napoli, who started leading the company in June, announced a restructuring plan.
CNBCNov 9
Prediction markets traders price relatively low odds that the Nvidia CEO will depart in the near term.
CNBCNov 9
Goldman CEO David Solomon says investor appetite for AI infrastructure remains strong despite a reset in AI stocks and political uncertainty around data centers.
CNBCNov 9
Goodyear Tire & Rubber appointed board member Roger Wood interim CEO and president, replacing Mark Stewart as the tire maker continues its turnaround plan.
WSJJan 24
Growth through acquisitions isn’t part of CaixaBank’s latest three-year plan, it should be for other banks in Europe, Caixa’s finance chief Javier Pano said in an interview.
Ben Gilbert & David Rosenthal
Multi-hour histories of great companies: how the moat was actually built.
Colossus
One business per episode, dissected by an investor who owns or studied it.
Patrick O’Shaughnessy
Long conversations with investors and operators about how they think.
Columbia Business School
From the home of Graham & Dodd: conversations with the great value investors.
The Investor’s Podcast Network
Buffett, Munger and value-investing fundamentals, made approachable.
David Senra
Biographies of history’s great builders. Learn to judge management.
Shane Parrish
Mental models and decision-making, in the spirit of Charlie Munger.
Ted Seides
Inside the endowments, family offices and managers who allocate capital.
Bloomberg
The plumbing of markets and the economy, explained by the people who run it.